401k Plan data: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST plan

MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	002

MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MIDWEST WAREHOUSE & DISTRIBUTION SYSTEM, LLC has sponsored the creation of one or more 401k plans.

Company Name: MIDWEST WAREHOUSE & DISTRIBUTION SYSTEM, LLC

Employer identification number (EIN): 363157121

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 BRAD BORKOWSKI BRAD BORKOWSKI 2018-10-02
002 2016-01-01 ED BORKOWSKI ED BORKOWSKI 2017-08-30
002 2015-01-01 ED BORKOWSKI ED BORKOWSKI 2016-10-17
002 2014-01-01 ED BORKOWSKI
002 2013-01-01 ED BORKOWSKI ED BORKOWSKI 2014-10-13
002 2012-01-01 ED BORKOWSKI ED BORKOWSKI 2013-10-11
002 2011-01-01 ED BORKOWSKI
002 2010-01-01 ED BORKOWSKI
002 2009-01-01 ED BORKOWSKI

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	BRAD BORKOWSKI	BRAD BORKOWSKI	2018-10-02
002	2016-01-01	ED BORKOWSKI	ED BORKOWSKI	2017-08-30
002	2015-01-01	ED BORKOWSKI	ED BORKOWSKI	2016-10-17
002	2014-01-01	ED BORKOWSKI
002	2013-01-01	ED BORKOWSKI	ED BORKOWSKI	2014-10-13
002	2012-01-01	ED BORKOWSKI	ED BORKOWSKI	2013-10-11
002	2011-01-01	ED BORKOWSKI
002	2010-01-01	ED BORKOWSKI
002	2009-01-01	ED BORKOWSKI

Plan Statistics for MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
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 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 193
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 230
Number of participants with account balances 2022-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 194
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 229
Number of participants with account balances 2021-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 185
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 214
Number of participants with account balances 2020-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 174
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 23
Total of all active and inactive participants 2019-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 200
Number of participants with account balances 2019-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 177
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 201
Number of participants with account balances 2018-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 161
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 18
Total of all active and inactive participants 2017-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 182
Number of participants with account balances 2017-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 153
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 173
Number of participants with account balances 2016-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 170
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 190
Number of participants with account balances 2015-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 171
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 19
Total of all active and inactive participants 2014-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 194
Number of participants with account balances 2014-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 185
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 206
Number of participants with account balances 2013-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 175
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 199
Number of participants with account balances 2012-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 189
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 215
Number of participants with account balances 2011-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 196
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 21
Total of all active and inactive participants 2010-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 221
Number of participants with account balances 2010-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 214
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 245
Number of participants with account balances 2009-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 13

Measure	Date	Value
2023: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
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	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	193
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	230
Number of participants with account balances	2022-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	194
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	229
Number of participants with account balances	2021-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	185
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	214
Number of participants with account balances	2020-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	174
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	23
Total of all active and inactive participants	2019-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	200
Number of participants with account balances	2019-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	177
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	201
Number of participants with account balances	2018-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	161
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	18
Total of all active and inactive participants	2017-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	182
Number of participants with account balances	2017-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	153
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	173
Number of participants with account balances	2016-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	170
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	190
Number of participants with account balances	2015-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	171
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	19
Total of all active and inactive participants	2014-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	194
Number of participants with account balances	2014-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	185
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	206
Number of participants with account balances	2013-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	175
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	199
Number of participants with account balances	2012-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	189
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	215
Number of participants with account balances	2011-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	196
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	21
Total of all active and inactive participants	2010-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	221
Number of participants with account balances	2010-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	214
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	26
Total of all active and inactive participants	2009-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	245
Number of participants with account balances	2009-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	13

Financial Data on MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-07-31	$0
Total transfer of assets from this plan	2023-07-31	$5,269,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-07-31	$0
Total income from all sources (including contributions)	2023-07-31	$612,268
Total loss/gain on sale of assets	2023-07-31	$0
Total of all expenses incurred	2023-07-31	$1,329,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-07-31	$1,270,521
Value of total corrective distributions	2023-07-31	$35,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-07-31	$378
Value of total assets at end of year	2023-07-31	$0
Value of total assets at beginning of year	2023-07-31	$5,987,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-07-31	$24,019
Total interest from all sources	2023-07-31	$-37,300
Total dividends received (eg from common stock, registered investment company shares)	2023-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-07-31	No
Was this plan covered by a fidelity bond	2023-07-31	Yes
Value of fidelity bond cover	2023-07-31	$500,000
If this is an individual account plan, was there a blackout period	2023-07-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-07-31	No
Contributions received from participants	2023-07-31	$47
Participant contributions at beginning of year	2023-07-31	$11,880
Participant contributions at beginning of year	2023-07-31	$15,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-07-31	No
Value of net income/loss	2023-07-31	$-717,565
Value of net assets at end of year (total assets less liabilities)	2023-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-07-31	$5,987,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-07-31	No
Were any leases to which the plan was party in default or uncollectible	2023-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-07-31	$5,177,423
Interest on participant loans	2023-07-31	$156
Interest earned on other investments	2023-07-31	$-37,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-07-31	$782,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-07-31	$649,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-07-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-07-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-07-31	No
Contributions received in cash from employer	2023-07-31	$331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-07-31	$1,270,521
Contract administrator fees	2023-07-31	$23,119
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	2023-07-31	Yes
Did the plan have assets held for investment	2023-07-31	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	2023-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2023-07-31	Unqualified
Accountancy firm name	2023-07-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2023-07-31	364119639
2022 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 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	$-1,374,545
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,983,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,913,988
Value of total corrective distributions	2022-12-31	$8,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$452,085
Value of total assets at end of year	2022-12-31	$5,987,031
Value of total assets at beginning of year	2022-12-31	$11,344,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$60,859
Total interest from all sources	2022-12-31	$8,404
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$384,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$384,483
Administrative expenses professional fees incurred	2022-12-31	$11,714
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	$451,997
Participant contributions at end of year	2022-12-31	$11,880
Participant contributions at beginning of year	2022-12-31	$9,342
Participant contributions at end of year	2022-12-31	$15,423
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	$-5,357,879
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,987,031
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,344,910
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
Investment advisory and management fees	2022-12-31	$270
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,177,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,470,654
Interest on participant loans	2022-12-31	$721
Interest earned on other investments	2022-12-31	$7,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$782,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$864,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,219,517
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	Yes
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	$88
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,913,988
Contract administrator fees	2022-12-31	$48,875
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	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2022-12-31	364119639
2021 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$3,505
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	$1,770,453
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$349,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$246,766
Value of total corrective distributions	2021-12-31	$45,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$473,460
Value of total assets at end of year	2021-12-31	$11,344,910
Value of total assets at beginning of year	2021-12-31	$9,920,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$56,669
Total interest from all sources	2021-12-31	$9,196
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$839,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$839,813
Administrative expenses professional fees incurred	2021-12-31	$10,454
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	$473,460
Participant contributions at end of year	2021-12-31	$9,342
Participant contributions at beginning of year	2021-12-31	$17,567
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	$1,421,245
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,344,910
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,920,160
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	$10,470,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,039,085
Interest on participant loans	2021-12-31	$752
Interest earned on other investments	2021-12-31	$8,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$864,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$863,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$447,984
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$246,766
Contract administrator fees	2021-12-31	$46,215
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	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2021-12-31	364119639
2020 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 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	$1,756,012
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$387,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$304,157
Value of total corrective distributions	2020-12-31	$34,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$442,281
Value of total assets at end of year	2020-12-31	$9,920,160
Value of total assets at beginning of year	2020-12-31	$8,551,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$48,134
Total interest from all sources	2020-12-31	$10,340
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$323,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$323,792
Administrative expenses professional fees incurred	2020-12-31	$10,495
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
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	$438,146
Participant contributions at end of year	2020-12-31	$17,567
Participant contributions at beginning of year	2020-12-31	$27,017
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	$1,368,955
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,920,160
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,551,205
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	$9,039,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,645,037
Interest on participant loans	2020-12-31	$1,337
Interest earned on other investments	2020-12-31	$9,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$863,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$879,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$979,599
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	$4,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$304,157
Contract administrator fees	2020-12-31	$37,639
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	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2020-12-31	364119639
2019 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$21,932
Total transfer of assets from this plan	2019-12-31	$50,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,232
Total income from all sources (including contributions)	2019-12-31	$1,982,755
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$517,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$458,914
Value of total corrective distributions	2019-12-31	$13,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$390,936
Value of total assets at end of year	2019-12-31	$8,551,205
Value of total assets at beginning of year	2019-12-31	$7,117,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$45,632
Total interest from all sources	2019-12-31	$12,036
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$268,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$268,907
Administrative expenses professional fees incurred	2019-12-31	$7,658
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$383,274
Participant contributions at end of year	2019-12-31	$27,017
Participant contributions at beginning of year	2019-12-31	$25,456
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,232
Administrative expenses (other) incurred	2019-12-31	$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,465,032
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,551,205
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,114,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,645,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,229,231
Interest on participant loans	2019-12-31	$1,362
Interest earned on other investments	2019-12-31	$10,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$879,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$862,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,310,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$458,914
Contract administrator fees	2019-12-31	$37,965
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2019-12-31	364119639
2018 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$2,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$495,321
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$236,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$190,618
Value of total corrective distributions	2018-12-31	$12,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$785,494
Value of total assets at end of year	2018-12-31	$7,117,168
Value of total assets at beginning of year	2018-12-31	$6,856,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$33,968
Total interest from all sources	2018-12-31	$10,498
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$346,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$346,421
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$370,956
Participant contributions at end of year	2018-12-31	$25,456
Participant contributions at beginning of year	2018-12-31	$12,517
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$414,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$2,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$258,662
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,114,936
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,856,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$1,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,229,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,096,659
Interest on participant loans	2018-12-31	$555
Interest earned on other investments	2018-12-31	$9,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$862,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$747,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-647,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$190,618
Contract administrator fees	2018-12-31	$32,968
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2018-12-31	364119639
2017 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$38,576
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,389,029
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$113,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$102,177
Value of total corrective distributions	2017-12-31	$70
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$427,452
Value of total assets at end of year	2017-12-31	$6,856,274
Value of total assets at beginning of year	2017-12-31	$5,541,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,961
Total interest from all sources	2017-12-31	$11,738
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$231,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$231,620
Administrative expenses professional fees incurred	2017-12-31	$1,708
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$334,021
Participant contributions at end of year	2017-12-31	$12,517
Participant contributions at beginning of year	2017-12-31	$12,162
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$93,431
Other income not declared elsewhere	2017-12-31	$258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,275,821
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,856,274
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,541,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,096,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,829,602
Interest on participant loans	2017-12-31	$648
Interest earned on other investments	2017-12-31	$11,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$747,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$700,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$717,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$102,177
Contract administrator fees	2017-12-31	$9,253
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	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2017-12-31	364119639
2016 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$655,922
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$210,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$201,470
Value of total corrective distributions	2016-12-31	$611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$288,674
Value of total assets at end of year	2016-12-31	$5,541,877
Value of total assets at beginning of year	2016-12-31	$5,096,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,793
Total interest from all sources	2016-12-31	$20,765
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$8,243
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$288,674
Participant contributions at end of year	2016-12-31	$12,162
Participant contributions at beginning of year	2016-12-31	$20,764
Participant contributions at beginning of year	2016-12-31	$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$445,048
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,541,877
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,096,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,829,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,410,783
Interest on participant loans	2016-12-31	$661
Interest earned on other investments	2016-12-31	$20,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$700,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$665,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$346,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$201,470
Contract administrator fees	2016-12-31	$550
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2016-12-31	364119639
2015 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$226,971
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$361,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$350,565
Value of total corrective distributions	2015-12-31	$3,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$279,633
Value of total assets at end of year	2015-12-31	$5,096,829
Value of total assets at beginning of year	2015-12-31	$5,231,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,495
Total interest from all sources	2015-12-31	$24,262
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$7,145
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$279,633
Participant contributions at end of year	2015-12-31	$20,764
Participant contributions at beginning of year	2015-12-31	$23,249
Participant contributions at end of year	2015-12-31	$59
Participant contributions at beginning of year	2015-12-31	$252
Other income not declared elsewhere	2015-12-31	$6,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-134,952
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,096,829
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,231,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,410,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,229,030
Interest on participant loans	2015-12-31	$965
Interest earned on other investments	2015-12-31	$23,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$665,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$979,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-82,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$350,565
Contract administrator fees	2015-12-31	$350
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2015-12-31	364119639
2014 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$27,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$518,745
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$418,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$410,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$271,289
Value of total assets at end of year	2014-12-31	$5,231,781
Value of total assets at beginning of year	2014-12-31	$5,104,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,255
Total interest from all sources	2014-12-31	$29,427
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$8,255
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$271,289
Participant contributions at end of year	2014-12-31	$23,249
Participant contributions at beginning of year	2014-12-31	$15,631
Participant contributions at end of year	2014-12-31	$252
Participant contributions at beginning of year	2014-12-31	$117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$100,135
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,231,781
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,104,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,229,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,130,681
Interest on participant loans	2014-12-31	$742
Interest earned on other investments	2014-12-31	$28,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$979,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$958,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$218,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$410,355
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2014-12-31	364119639
2013 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$141,059
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$928,102
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$657,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$646,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$280,277
Value of total assets at end of year	2013-12-31	$5,104,501
Value of total assets at beginning of year	2013-12-31	$4,692,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,830
Total interest from all sources	2013-12-31	$30,225
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$10,830
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$275,381
Participant contributions at end of year	2013-12-31	$15,631
Participant contributions at beginning of year	2013-12-31	$36,074
Participant contributions at end of year	2013-12-31	$117
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$270,532
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,104,501
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,692,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,130,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,213,158
Interest on participant loans	2013-12-31	$817
Interest earned on other investments	2013-12-31	$29,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$958,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,443,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$617,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$646,740
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2013-12-31	364119639
2012 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$780,183
Total of all expenses incurred	2012-12-31	$429,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$414,528
Value of total corrective distributions	2012-12-31	$1,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$318,972
Value of total assets at end of year	2012-12-31	$4,692,910
Value of total assets at beginning of year	2012-12-31	$4,341,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,105
Total interest from all sources	2012-12-31	$35,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$13,105
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$318,972
Participant contributions at end of year	2012-12-31	$36,074
Participant contributions at beginning of year	2012-12-31	$32,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$351,001
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,692,910
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,341,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,213,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,471,870
Interest on participant loans	2012-12-31	$1,260
Interest earned on other investments	2012-12-31	$34,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,443,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$837,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$425,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$414,528
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2012-12-31	364119639
2011 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$148
Total income from all sources (including contributions)	2011-12-31	$239,846
Total of all expenses incurred	2011-12-31	$302,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$297,181
Value of total corrective distributions	2011-12-31	$2,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$355,518
Value of total assets at end of year	2011-12-31	$4,341,909
Value of total assets at beginning of year	2011-12-31	$4,405,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,779
Total interest from all sources	2011-12-31	$24,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$2,779
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$355,518
Participant contributions at end of year	2011-12-31	$32,472
Participant contributions at beginning of year	2011-12-31	$33,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-63,041
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,341,909
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,404,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,471,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,586,704
Interest on participant loans	2011-12-31	$1,600
Interest earned on other investments	2011-12-31	$22,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$837,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$785,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-140,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$297,181
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2011-12-31	364119639
2010 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$148
Total income from all sources (including contributions)	2010-12-31	$1,238,687
Total of all expenses incurred	2010-12-31	$511,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$497,614
Value of total corrective distributions	2010-12-31	$2,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$790,360
Value of total assets at end of year	2010-12-31	$4,405,098
Value of total assets at beginning of year	2010-12-31	$3,677,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$11,530
Total interest from all sources	2010-12-31	$25,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$11,530
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$348,014
Participant contributions at end of year	2010-12-31	$33,269
Participant contributions at beginning of year	2010-12-31	$43,770
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$442,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$727,367
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,404,950
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,677,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,586,704
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,836,274
Interest on participant loans	2010-12-31	$2,776
Interest earned on other investments	2010-12-31	$22,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$785,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$797,539
Net investment gain/loss from pooled separate accounts	2010-12-31	$422,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$497,614
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$148
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2010-12-31	364119639
2009 : MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST

2023: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2022: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: MIDWEST & BEDFORD 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

860118

Policy instance

Insurance contract or identification number	860118
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-07-31
Total amount of commissions paid to insurance broker	USD $10,116
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

860118

Policy instance

Insurance contract or identification number	860118
Number of Individuals Covered	134
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $25,652
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
Commission paid to Insurance Broker	USD $25,652
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

VOYA RETIREMENT INSURANCE & ANNUITY CO. (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

860118

Policy instance

Insurance contract or identification number	860118
Number of Individuals Covered	152
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $31,789
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
Commission paid to Insurance Broker	USD $31,789
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

860118

Policy instance

Insurance contract or identification number	860118
Number of Individuals Covered	151
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $25,464
Total amount of fees paid to insurance company	USD $4,186
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
Commission paid to Insurance Broker	USD $25,464
Insurance broker organization code?	3
Amount paid for insurance broker fees	4186
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

860118

Policy instance

Insurance contract or identification number	860118
Number of Individuals Covered	138
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $24,059
Total amount of fees paid to insurance company	USD $3,916
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3916
Additional information about fees paid to insurance broker	TPA SERVICE PROGRAM FEES
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

860118

Policy instance

Insurance contract or identification number	860118
Number of Individuals Covered	140
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $21,893
Total amount of fees paid to insurance company	USD $3,589
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
Commission paid to Insurance Broker	USD $21,893
Insurance broker organization code?	3
Amount paid for insurance broker fees	3589
Additional information about fees paid to insurance broker	TPA SERVICE PROGRAM FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

860118

Policy instance

Insurance contract or identification number	860118
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $14,174
Total amount of fees paid to insurance company	USD $1,804
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
Commission paid to Insurance Broker	USD $14,174
Insurance broker organization code?	3
Amount paid for insurance broker fees	1804
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	ASSOCIATED PENSION SERVICES, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHP778

Policy instance

Insurance contract or identification number	PHP778
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,642
Total amount of fees paid to insurance company	USD $679
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
Commission paid to Insurance Broker	USD $5,642
Insurance broker organization code?	3
Amount paid for insurance broker fees	679
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	ASSOCIATED PENSION SERVICES, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHP778

Policy instance

Insurance contract or identification number	PHP778
Number of Individuals Covered	136
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $20,857
Total amount of fees paid to insurance company	USD $2,613
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?	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
Amount paid for insurance broker fees	2613
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $20,857
Insurance broker name	TBS AGENCY, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHP778

Policy instance

Insurance contract or identification number	PHP778
Number of Individuals Covered	115
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $20,673
Total amount of fees paid to insurance company	USD $2,573
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?	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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2573
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES
Insurance broker organization code?	5
Insurance broker name	TBS AGENCY, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHP778

Policy instance

Insurance contract or identification number	PHP778
Number of Individuals Covered	118
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $19,433
Total amount of fees paid to insurance company	USD $2,391
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?	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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2391
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES
Insurance broker organization code?	5
Insurance broker name	TBS AGENCY, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHP778

Policy instance

Insurance contract or identification number	PHP778
Number of Individuals Covered	149
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $18,150
Total amount of fees paid to insurance company	USD $2,239
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $18,150
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES
Insurance broker name	ASSOCIATED PENSION SERVICES, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHP778

Policy instance

Insurance contract or identification number	PHP778
Number of Individuals Covered	163
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $20,636
Total amount of fees paid to insurance company	USD $2,177
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHP778

Policy instance

Insurance contract or identification number	PHP778
Number of Individuals Covered	148
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $18,532
Total amount of fees paid to insurance company	USD $1,813
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $18,532
Insurance broker organization code?	3
Amount paid for insurance broker fees	1813
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES
Insurance broker name	ASSOCIATED PENSION SERVICES, INC.

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Company Name:	MIDWEST WAREHOUSE & DISTRIBUTION SYSTEM, LLC
Employer identification number (EIN):	363157121
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance