401k Plan data: WISCONSIN HOMES INC 401K PLAN plan

WISCONSIN HOMES INC 401K PLAN 401k Plan overview

Plan Name	WISCONSIN HOMES INC 401K PLAN
Plan identification number	001

WISCONSIN HOMES INC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WISCONSIN HOMES INC has sponsored the creation of one or more 401k plans.

Company Name: WISCONSIN HOMES INC

Employer identification number (EIN): 391583134

NAIC Classification: 321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN HOMES INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-09-01 RYAN FINK 2024-02-13
001 2021-09-01 JOSEPH MARTELL 2023-03-07
001 2020-09-01 JOSEPH MARTELL 2022-02-23
001 2019-09-01 JOSEPH A MARTELL 2021-02-02
001 2018-09-01 JOSEPH MARTELL 2020-01-16
001 2017-09-01
001 2016-09-01
001 2015-09-01 JENNY MERONK
001 2014-09-01 SANDY ROTH
001 2013-09-01 AHILA MAHESWARAN
001 2012-09-01 AHILA MAHESWARAN
001 2011-09-01 PAM PETERS
001 2010-09-01 NICK SUTHEIMER
001 2009-09-01 NICK SUTHEIMER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-09-01	RYAN FINK	2024-02-13
001	2021-09-01	JOSEPH MARTELL	2023-03-07
001	2020-09-01	JOSEPH MARTELL	2022-02-23
001	2019-09-01	JOSEPH A MARTELL	2021-02-02
001	2018-09-01	JOSEPH MARTELL	2020-01-16
001	2017-09-01
001	2016-09-01
001	2015-09-01	JENNY MERONK
001	2014-09-01	SANDY ROTH
001	2013-09-01	AHILA MAHESWARAN
001	2012-09-01	AHILA MAHESWARAN
001	2011-09-01	PAM PETERS
001	2010-09-01	NICK SUTHEIMER
001	2009-09-01	NICK SUTHEIMER

Plan Statistics for WISCONSIN HOMES INC 401K PLAN

401k plan membership statisitcs for WISCONSIN HOMES INC 401K PLAN

Measure Date Value
2022: WISCONSIN HOMES INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 151
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 109
Number of retired or separated participants receiving benefits 2022-09-01 9
Number of other retired or separated participants entitled to future benefits 2022-09-01 27
Total of all active and inactive participants 2022-09-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-09-01 0
Total participants 2022-09-01 145
Number of participants with account balances 2022-09-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-09-01 0
2021: WISCONSIN HOMES INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 147
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 105
Number of retired or separated participants receiving benefits 2021-09-01 10
Number of other retired or separated participants entitled to future benefits 2021-09-01 32
Total of all active and inactive participants 2021-09-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 0
Total participants 2021-09-01 147
Number of participants with account balances 2021-09-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 1
2020: WISCONSIN HOMES INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 154
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 106
Number of retired or separated participants receiving benefits 2020-09-01 11
Number of other retired or separated participants entitled to future benefits 2020-09-01 27
Total of all active and inactive participants 2020-09-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 144
Number of participants with account balances 2020-09-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 2
2019: WISCONSIN HOMES INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 148
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 123
Number of retired or separated participants receiving benefits 2019-09-01 11
Number of other retired or separated participants entitled to future benefits 2019-09-01 20
Total of all active and inactive participants 2019-09-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 1
Total participants 2019-09-01 155
Number of participants with account balances 2019-09-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: WISCONSIN HOMES INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 137
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 113
Number of retired or separated participants receiving benefits 2018-09-01 12
Number of other retired or separated participants entitled to future benefits 2018-09-01 22
Total of all active and inactive participants 2018-09-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 147
Number of participants with account balances 2018-09-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: WISCONSIN HOMES INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 141
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 106
Number of retired or separated participants receiving benefits 2017-09-01 13
Number of other retired or separated participants entitled to future benefits 2017-09-01 18
Total of all active and inactive participants 2017-09-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 137
Number of participants with account balances 2017-09-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: WISCONSIN HOMES INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 150
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 117
Number of retired or separated participants receiving benefits 2016-09-01 11
Number of other retired or separated participants entitled to future benefits 2016-09-01 15
Total of all active and inactive participants 2016-09-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 143
Number of participants with account balances 2016-09-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: WISCONSIN HOMES INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 159
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 123
Number of retired or separated participants receiving benefits 2015-09-01 10
Number of other retired or separated participants entitled to future benefits 2015-09-01 16
Total of all active and inactive participants 2015-09-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 149
Number of participants with account balances 2015-09-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: WISCONSIN HOMES INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 160
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 142
Number of retired or separated participants receiving benefits 2014-09-01 12
Number of other retired or separated participants entitled to future benefits 2014-09-01 15
Total of all active and inactive participants 2014-09-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 169
Number of participants with account balances 2014-09-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: WISCONSIN HOMES INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 148
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 126
Number of retired or separated participants receiving benefits 2013-09-01 12
Number of other retired or separated participants entitled to future benefits 2013-09-01 21
Total of all active and inactive participants 2013-09-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 159
Number of participants with account balances 2013-09-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: WISCONSIN HOMES INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 158
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 114
Number of retired or separated participants receiving benefits 2012-09-01 12
Number of other retired or separated participants entitled to future benefits 2012-09-01 22
Total of all active and inactive participants 2012-09-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 148
Number of participants with account balances 2012-09-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: WISCONSIN HOMES INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 161
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 118
Number of retired or separated participants receiving benefits 2011-09-01 13
Number of other retired or separated participants entitled to future benefits 2011-09-01 27
Total of all active and inactive participants 2011-09-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 158
Number of participants with account balances 2011-09-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: WISCONSIN HOMES INC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 177
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 137
Number of retired or separated participants receiving benefits 2010-09-01 10
Number of other retired or separated participants entitled to future benefits 2010-09-01 21
Total of all active and inactive participants 2010-09-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 168
Number of participants with account balances 2010-09-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: WISCONSIN HOMES INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 197
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 140
Number of retired or separated participants receiving benefits 2009-09-01 5
Number of other retired or separated participants entitled to future benefits 2009-09-01 31
Total of all active and inactive participants 2009-09-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 176
Number of participants with account balances 2009-09-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2022: WISCONSIN HOMES INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	151
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	109
Number of retired or separated participants receiving benefits	2022-09-01	9
Number of other retired or separated participants entitled to future benefits	2022-09-01	27
Total of all active and inactive participants	2022-09-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-09-01	0
Total participants	2022-09-01	145
Number of participants with account balances	2022-09-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-09-01	0
2021: WISCONSIN HOMES INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	147
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	105
Number of retired or separated participants receiving benefits	2021-09-01	10
Number of other retired or separated participants entitled to future benefits	2021-09-01	32
Total of all active and inactive participants	2021-09-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	0
Total participants	2021-09-01	147
Number of participants with account balances	2021-09-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	1
2020: WISCONSIN HOMES INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	154
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	106
Number of retired or separated participants receiving benefits	2020-09-01	11
Number of other retired or separated participants entitled to future benefits	2020-09-01	27
Total of all active and inactive participants	2020-09-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	144
Number of participants with account balances	2020-09-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	2
2019: WISCONSIN HOMES INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	148
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	123
Number of retired or separated participants receiving benefits	2019-09-01	11
Number of other retired or separated participants entitled to future benefits	2019-09-01	20
Total of all active and inactive participants	2019-09-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	1
Total participants	2019-09-01	155
Number of participants with account balances	2019-09-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: WISCONSIN HOMES INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	137
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	113
Number of retired or separated participants receiving benefits	2018-09-01	12
Number of other retired or separated participants entitled to future benefits	2018-09-01	22
Total of all active and inactive participants	2018-09-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	147
Number of participants with account balances	2018-09-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: WISCONSIN HOMES INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	141
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	106
Number of retired or separated participants receiving benefits	2017-09-01	13
Number of other retired or separated participants entitled to future benefits	2017-09-01	18
Total of all active and inactive participants	2017-09-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	137
Number of participants with account balances	2017-09-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: WISCONSIN HOMES INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	150
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	117
Number of retired or separated participants receiving benefits	2016-09-01	11
Number of other retired or separated participants entitled to future benefits	2016-09-01	15
Total of all active and inactive participants	2016-09-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	143
Number of participants with account balances	2016-09-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: WISCONSIN HOMES INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	159
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	123
Number of retired or separated participants receiving benefits	2015-09-01	10
Number of other retired or separated participants entitled to future benefits	2015-09-01	16
Total of all active and inactive participants	2015-09-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	149
Number of participants with account balances	2015-09-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: WISCONSIN HOMES INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	160
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	142
Number of retired or separated participants receiving benefits	2014-09-01	12
Number of other retired or separated participants entitled to future benefits	2014-09-01	15
Total of all active and inactive participants	2014-09-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	169
Number of participants with account balances	2014-09-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: WISCONSIN HOMES INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	148
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	126
Number of retired or separated participants receiving benefits	2013-09-01	12
Number of other retired or separated participants entitled to future benefits	2013-09-01	21
Total of all active and inactive participants	2013-09-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	159
Number of participants with account balances	2013-09-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: WISCONSIN HOMES INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	158
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	114
Number of retired or separated participants receiving benefits	2012-09-01	12
Number of other retired or separated participants entitled to future benefits	2012-09-01	22
Total of all active and inactive participants	2012-09-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	148
Number of participants with account balances	2012-09-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: WISCONSIN HOMES INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	161
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	118
Number of retired or separated participants receiving benefits	2011-09-01	13
Number of other retired or separated participants entitled to future benefits	2011-09-01	27
Total of all active and inactive participants	2011-09-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	158
Number of participants with account balances	2011-09-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: WISCONSIN HOMES INC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	177
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	137
Number of retired or separated participants receiving benefits	2010-09-01	10
Number of other retired or separated participants entitled to future benefits	2010-09-01	21
Total of all active and inactive participants	2010-09-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	168
Number of participants with account balances	2010-09-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: WISCONSIN HOMES INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	197
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	140
Number of retired or separated participants receiving benefits	2009-09-01	5
Number of other retired or separated participants entitled to future benefits	2009-09-01	31
Total of all active and inactive participants	2009-09-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	176
Number of participants with account balances	2009-09-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on WISCONSIN HOMES INC 401K PLAN

Measure	Date	Value
2023 : WISCONSIN HOMES INC 401K PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-08-31	$0
Total unrealized appreciation/depreciation of assets	2023-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total income from all sources (including contributions)	2023-08-31	$705,758
Total loss/gain on sale of assets	2023-08-31	$0
Total of all expenses incurred	2023-08-31	$736,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$734,735
Expenses. Certain deemed distributions of participant loans	2023-08-31	$0
Value of total corrective distributions	2023-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$260,968
Value of total assets at end of year	2023-08-31	$8,325,414
Value of total assets at beginning of year	2023-08-31	$8,355,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$1,286
Total interest from all sources	2023-08-31	$56,399
Total dividends received (eg from common stock, registered investment company shares)	2023-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-08-31	$0
Assets. Real estate other than employer real property at end of year	2023-08-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-08-31	$0
Was this plan covered by a fidelity bond	2023-08-31	Yes
Value of fidelity bond cover	2023-08-31	$500,000
If this is an individual account plan, was there a blackout period	2023-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Contributions received from participants	2023-08-31	$210,521
Participant contributions at end of year	2023-08-31	$9,193
Participant contributions at beginning of year	2023-08-31	$32,756
Participant contributions at end of year	2023-08-31	$0
Participant contributions at beginning of year	2023-08-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-08-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-08-31	$0
Assets. Loans (other than to participants) at end of year	2023-08-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-08-31	$0
Other income not declared elsewhere	2023-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Income. Non cash contributions	2023-08-31	$0
Value of net income/loss	2023-08-31	$-30,263
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$8,325,414
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$8,355,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Assets. partnership/joint venture interests at end of year	2023-08-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-08-31	$0
Investment advisory and management fees	2023-08-31	$471
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-08-31	$0
Value of interest in pooled separate accounts at end of year	2023-08-31	$5,834,949
Value of interest in pooled separate accounts at beginning of year	2023-08-31	$5,817,586
Interest on participant loans	2023-08-31	$1,210
Income. Interest from loans (other than to participants)	2023-08-31	$0
Interest earned on other investments	2023-08-31	$55,189
Income. Interest from US Government securities	2023-08-31	$0
Income. Interest from corporate debt instruments	2023-08-31	$0
Value of interest in master investment trust accounts at end of year	2023-08-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-08-31	$0
Value of interest in common/collective trusts at end of year	2023-08-31	$0
Value of interest in common/collective trusts at beginning of year	2023-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-08-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-08-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-08-31	$2,481,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-08-31	$2,505,335
Expenses. Payments to insurance carriers foe the provision of benefits	2023-08-31	$0
Asset value of US Government securities at end of year	2023-08-31	$0
Asset value of US Government securities at beginning of year	2023-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-08-31	$0
Net investment gain/loss from pooled separate accounts	2023-08-31	$388,391
Net investment gain or loss from common/collective trusts	2023-08-31	$0
Net gain/loss from 103.12 investment entities	2023-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	No
Was there a failure to transmit to the plan any participant contributions	2023-08-31	No
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Contributions received in cash from employer	2023-08-31	$50,447
Employer contributions (assets) at end of year	2023-08-31	$0
Employer contributions (assets) at beginning of year	2023-08-31	$0
Income. Dividends from preferred stock	2023-08-31	$0
Income. Dividends from common stock	2023-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-08-31	$734,735
Asset. Corporate debt instrument preferred debt at end of year	2023-08-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-08-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-08-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-08-31	$0
Contract administrator fees	2023-08-31	$815
Assets. Corporate common stocks other than exployer securities at end of year	2023-08-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-08-31	$0
Did the plan have assets held for investment	2023-08-31	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	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	No
Aggregate proceeds on sale of assets	2023-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-08-31	$0
Opinion of an independent qualified public accountant for this plan	2023-08-31	Unqualified
Accountancy firm name	2023-08-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-08-31	410746749
2022 : WISCONSIN HOMES INC 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-08-31	$0
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total transfer of assets to this plan	2022-08-31	$0
Total transfer of assets from this plan	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-356,971
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$94,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$93,915
Expenses. Certain deemed distributions of participant loans	2022-08-31	$0
Value of total corrective distributions	2022-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$271,425
Value of total assets at end of year	2022-08-31	$8,355,677
Value of total assets at beginning of year	2022-08-31	$8,807,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$1,032
Total interest from all sources	2022-08-31	$45,146
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$0
Assets. Real estate other than employer real property at end of year	2022-08-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-08-31	$0
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$218,053
Participant contributions at end of year	2022-08-31	$32,756
Participant contributions at beginning of year	2022-08-31	$22,190
Participant contributions at end of year	2022-08-31	$0
Participant contributions at beginning of year	2022-08-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-08-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-08-31	$0
Assets. Loans (other than to participants) at end of year	2022-08-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-08-31	$0
Other income not declared elsewhere	2022-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Income. Non cash contributions	2022-08-31	$0
Value of net income/loss	2022-08-31	$-451,918
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$8,355,677
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$8,807,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Assets. partnership/joint venture interests at end of year	2022-08-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-08-31	$0
Investment advisory and management fees	2022-08-31	$417
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$0
Value of interest in pooled separate accounts at end of year	2022-08-31	$5,817,586
Value of interest in pooled separate accounts at beginning of year	2022-08-31	$7,045,465
Interest on participant loans	2022-08-31	$1,344
Income. Interest from loans (other than to participants)	2022-08-31	$0
Interest earned on other investments	2022-08-31	$43,802
Income. Interest from US Government securities	2022-08-31	$0
Income. Interest from corporate debt instruments	2022-08-31	$0
Value of interest in master investment trust accounts at end of year	2022-08-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-08-31	$0
Value of interest in common/collective trusts at end of year	2022-08-31	$0
Value of interest in common/collective trusts at beginning of year	2022-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-08-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-08-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-08-31	$2,505,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-08-31	$1,739,940
Expenses. Payments to insurance carriers foe the provision of benefits	2022-08-31	$0
Asset value of US Government securities at end of year	2022-08-31	$0
Asset value of US Government securities at beginning of year	2022-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$0
Net investment gain/loss from pooled separate accounts	2022-08-31	$-673,542
Net investment gain or loss from common/collective trusts	2022-08-31	$0
Net gain/loss from 103.12 investment entities	2022-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$53,372
Employer contributions (assets) at end of year	2022-08-31	$0
Employer contributions (assets) at beginning of year	2022-08-31	$0
Income. Dividends from preferred stock	2022-08-31	$0
Income. Dividends from common stock	2022-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$93,915
Asset. Corporate debt instrument preferred debt at end of year	2022-08-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-08-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-08-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-08-31	$0
Contract administrator fees	2022-08-31	$615
Assets. Corporate common stocks other than exployer securities at end of year	2022-08-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-08-31	$0
Did the plan have assets held for investment	2022-08-31	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	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Aggregate proceeds on sale of assets	2022-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-08-31	$0
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-08-31	410746749
2021 : WISCONSIN HOMES INC 401K PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-08-31	$0
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total transfer of assets to this plan	2021-08-31	$0
Total transfer of assets from this plan	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$1,728,313
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$982,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$981,718
Expenses. Certain deemed distributions of participant loans	2021-08-31	$0
Value of total corrective distributions	2021-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$275,879
Value of total assets at end of year	2021-08-31	$8,807,595
Value of total assets at beginning of year	2021-08-31	$8,062,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$1,127
Total interest from all sources	2021-08-31	$51,212
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$0
Assets. Real estate other than employer real property at end of year	2021-08-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-08-31	$0
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$220,700
Participant contributions at end of year	2021-08-31	$22,190
Participant contributions at beginning of year	2021-08-31	$12,904
Participant contributions at end of year	2021-08-31	$0
Participant contributions at beginning of year	2021-08-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-08-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-08-31	$0
Assets. Loans (other than to participants) at end of year	2021-08-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-08-31	$0
Other income not declared elsewhere	2021-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Income. Non cash contributions	2021-08-31	$0
Value of net income/loss	2021-08-31	$745,468
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$8,807,595
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$8,062,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Assets. partnership/joint venture interests at end of year	2021-08-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-08-31	$0
Investment advisory and management fees	2021-08-31	$337
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$0
Value of interest in pooled separate accounts at end of year	2021-08-31	$7,045,465
Value of interest in pooled separate accounts at beginning of year	2021-08-31	$6,164,000
Interest on participant loans	2021-08-31	$3,912
Income. Interest from loans (other than to participants)	2021-08-31	$0
Interest earned on other investments	2021-08-31	$47,300
Income. Interest from US Government securities	2021-08-31	$0
Income. Interest from corporate debt instruments	2021-08-31	$0
Value of interest in master investment trust accounts at end of year	2021-08-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-08-31	$0
Value of interest in common/collective trusts at end of year	2021-08-31	$0
Value of interest in common/collective trusts at beginning of year	2021-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-08-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-08-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-08-31	$1,739,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-08-31	$1,885,223
Expenses. Payments to insurance carriers foe the provision of benefits	2021-08-31	$0
Asset value of US Government securities at end of year	2021-08-31	$0
Asset value of US Government securities at beginning of year	2021-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$0
Net investment gain/loss from pooled separate accounts	2021-08-31	$1,401,222
Net investment gain or loss from common/collective trusts	2021-08-31	$0
Net gain/loss from 103.12 investment entities	2021-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$55,179
Employer contributions (assets) at end of year	2021-08-31	$0
Employer contributions (assets) at beginning of year	2021-08-31	$0
Income. Dividends from preferred stock	2021-08-31	$0
Income. Dividends from common stock	2021-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$981,718
Asset. Corporate debt instrument preferred debt at end of year	2021-08-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-08-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-08-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-08-31	$0
Contract administrator fees	2021-08-31	$790
Assets. Corporate common stocks other than exployer securities at end of year	2021-08-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-08-31	$0
Did the plan have assets held for investment	2021-08-31	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	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Aggregate proceeds on sale of assets	2021-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-08-31	$0
Opinion of an independent qualified public accountant for this plan	2021-08-31	Disclaimer
Accountancy firm name	2021-08-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-08-31	410746749
2020 : WISCONSIN HOMES INC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$900,526
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$474,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$473,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$237,124
Value of total assets at end of year	2020-08-31	$8,062,127
Value of total assets at beginning of year	2020-08-31	$7,635,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$500
Total interest from all sources	2020-08-31	$65,095
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$195,042
Participant contributions at end of year	2020-08-31	$12,904
Participant contributions at beginning of year	2020-08-31	$28,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$426,298
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$8,062,127
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$7,635,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Investment advisory and management fees	2020-08-31	$170
Value of interest in pooled separate accounts at end of year	2020-08-31	$6,164,000
Value of interest in pooled separate accounts at beginning of year	2020-08-31	$5,464,868
Interest on participant loans	2020-08-31	$12,315
Interest earned on other investments	2020-08-31	$52,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-08-31	$1,885,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$2,142,025
Net investment gain/loss from pooled separate accounts	2020-08-31	$598,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$42,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$473,728
Contract administrator fees	2020-08-31	$330
Did the plan have assets held for investment	2020-08-31	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	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-08-31	410746749
2019 : WISCONSIN HOMES INC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$552,623
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$706,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$706,473
Value of total corrective distributions	2019-08-31	$167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$130,257
Value of total assets at end of year	2019-08-31	$7,635,829
Value of total assets at beginning of year	2019-08-31	$7,790,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$172
Total interest from all sources	2019-08-31	$66,884
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$130,257
Participant contributions at end of year	2019-08-31	$28,936
Participant contributions at beginning of year	2019-08-31	$53,788
Income. Received or receivable in cash from other sources (including rollovers)	2019-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$-154,189
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$7,635,829
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$7,790,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Investment advisory and management fees	2019-08-31	$47
Value of interest in pooled separate accounts at end of year	2019-08-31	$5,464,868
Value of interest in pooled separate accounts at beginning of year	2019-08-31	$5,120,055
Interest on participant loans	2019-08-31	$2,586
Interest earned on other investments	2019-08-31	$64,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-31	$2,142,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-31	$2,616,175
Net investment gain/loss from pooled separate accounts	2019-08-31	$355,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$706,473
Contract administrator fees	2019-08-31	$125
Did the plan have assets held for investment	2019-08-31	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	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2019-08-31	410746749
2018 : WISCONSIN HOMES INC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$764,000
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$262,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$261,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$135,014
Value of total assets at end of year	2018-08-31	$7,790,018
Value of total assets at beginning of year	2018-08-31	$7,288,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$268
Total interest from all sources	2018-08-31	$75,799
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$130,602
Participant contributions at end of year	2018-08-31	$53,788
Participant contributions at beginning of year	2018-08-31	$68,948
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$4,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$501,897
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$7,790,018
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$7,288,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Investment advisory and management fees	2018-08-31	$18
Value of interest in pooled separate accounts at end of year	2018-08-31	$5,120,055
Value of interest in pooled separate accounts at beginning of year	2018-08-31	$4,229,431
Interest on participant loans	2018-08-31	$3,519
Interest earned on other investments	2018-08-31	$72,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-08-31	$2,616,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-08-31	$2,989,742
Net investment gain/loss from pooled separate accounts	2018-08-31	$553,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$261,835
Contract administrator fees	2018-08-31	$250
Did the plan have assets held for investment	2018-08-31	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	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	CLIFTONLARSONALLLEN LP
Accountancy firm EIN	2018-08-31	410746749
2017 : WISCONSIN HOMES INC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$634,909
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$625,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$625,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$152,987
Value of total assets at end of year	2017-08-31	$7,288,121
Value of total assets at beginning of year	2017-08-31	$7,279,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$788
Total interest from all sources	2017-08-31	$89,971
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$118,294
Participant contributions at end of year	2017-08-31	$68,948
Participant contributions at beginning of year	2017-08-31	$52,233
Income. Received or receivable in cash from other sources (including rollovers)	2017-08-31	$34,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$8,941
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$7,288,121
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$7,279,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Investment advisory and management fees	2017-08-31	$8
Value of interest in pooled separate accounts at end of year	2017-08-31	$4,229,431
Value of interest in pooled separate accounts at beginning of year	2017-08-31	$4,020,215
Interest on participant loans	2017-08-31	$3,369
Interest earned on other investments	2017-08-31	$86,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-08-31	$2,989,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-08-31	$3,206,732
Net investment gain/loss from pooled separate accounts	2017-08-31	$391,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$625,180
Contract administrator fees	2017-08-31	$780
Did the plan have assets held for investment	2017-08-31	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	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-08-31	410746749
2016 : WISCONSIN HOMES INC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$683,954
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$843,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$838,463
Expenses. Certain deemed distributions of participant loans	2016-08-31	$1,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$124,502
Value of total assets at end of year	2016-08-31	$7,279,180
Value of total assets at beginning of year	2016-08-31	$7,438,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$3,374
Total interest from all sources	2016-08-31	$96,529
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$124,502
Participant contributions at end of year	2016-08-31	$52,233
Participant contributions at beginning of year	2016-08-31	$60,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$-159,637
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$7,279,180
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$7,438,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in pooled separate accounts at end of year	2016-08-31	$4,020,215
Value of interest in pooled separate accounts at beginning of year	2016-08-31	$4,225,866
Interest on participant loans	2016-08-31	$3,869
Interest earned on other investments	2016-08-31	$92,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-08-31	$3,206,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-08-31	$3,152,623
Net investment gain/loss from pooled separate accounts	2016-08-31	$462,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$838,463
Contract administrator fees	2016-08-31	$3,374
Did the plan have assets held for investment	2016-08-31	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	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-08-31	410746749
2015 : WISCONSIN HOMES INC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$288,900
Total loss/gain on sale of assets	2015-08-31	$0
Total of all expenses incurred	2015-08-31	$754,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$753,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$207,082
Value of total assets at end of year	2015-08-31	$7,438,817
Value of total assets at beginning of year	2015-08-31	$7,904,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$650
Total interest from all sources	2015-08-31	$99,885
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000,500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$151,720
Participant contributions at end of year	2015-08-31	$60,328
Participant contributions at beginning of year	2015-08-31	$40,881
Income. Received or receivable in cash from other sources (including rollovers)	2015-08-31	$55,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$-465,301
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$7,438,817
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$7,904,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in pooled separate accounts at end of year	2015-08-31	$4,225,866
Value of interest in pooled separate accounts at beginning of year	2015-08-31	$4,636,550
Interest on participant loans	2015-08-31	$2,655
Interest earned on other investments	2015-08-31	$97,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-08-31	$3,152,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-08-31	$3,226,687
Net investment gain/loss from pooled separate accounts	2015-08-31	$-18,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$753,551
Contract administrator fees	2015-08-31	$650
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-08-31	410746749
2014 : WISCONSIN HOMES INC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total income from all sources (including contributions)	2014-08-31	$1,027,136
Total loss/gain on sale of assets	2014-08-31	$0
Total of all expenses incurred	2014-08-31	$451,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$438,070
Expenses. Certain deemed distributions of participant loans	2014-08-31	$13,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$166,694
Value of total assets at end of year	2014-08-31	$7,904,118
Value of total assets at beginning of year	2014-08-31	$7,328,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$335
Total interest from all sources	2014-08-31	$105,046
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$500,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$166,694
Participant contributions at end of year	2014-08-31	$40,881
Participant contributions at beginning of year	2014-08-31	$70,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$575,517
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$7,904,118
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$7,328,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in pooled separate accounts at end of year	2014-08-31	$4,636,550
Value of interest in pooled separate accounts at beginning of year	2014-08-31	$4,033,810
Interest on participant loans	2014-08-31	$3,733
Interest earned on other investments	2014-08-31	$101,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-08-31	$3,226,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-08-31	$3,224,150
Net investment gain/loss from pooled separate accounts	2014-08-31	$755,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$438,070
Contract administrator fees	2014-08-31	$335
Did the plan have assets held for investment	2014-08-31	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	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-31	Disclaimer
Accountancy firm name	2014-08-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-08-31	410746749
2013 : WISCONSIN HOMES INC 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total income from all sources (including contributions)	2013-08-31	$803,572
Total loss/gain on sale of assets	2013-08-31	$0
Total of all expenses incurred	2013-08-31	$680,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$631,999
Expenses. Certain deemed distributions of participant loans	2013-08-31	$47,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$163,611
Value of total assets at end of year	2013-08-31	$7,328,601
Value of total assets at beginning of year	2013-08-31	$7,205,903
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$1,285
Total interest from all sources	2013-08-31	$119,882
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$500,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$163,611
Participant contributions at end of year	2013-08-31	$70,641
Participant contributions at beginning of year	2013-08-31	$143,068
Other income not declared elsewhere	2013-08-31	$3,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$122,698
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$7,328,601
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$7,205,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in pooled separate accounts at end of year	2013-08-31	$4,033,810
Value of interest in pooled separate accounts at beginning of year	2013-08-31	$3,611,343
Interest on participant loans	2013-08-31	$8,464
Interest earned on other investments	2013-08-31	$111,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-08-31	$3,224,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-08-31	$3,451,492
Net investment gain/loss from pooled separate accounts	2013-08-31	$517,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$631,999
Contract administrator fees	2013-08-31	$1,285
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-08-31	410746749
2012 : WISCONSIN HOMES INC 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total income from all sources (including contributions)	2012-08-31	$653,599
Total loss/gain on sale of assets	2012-08-31	$0
Total of all expenses incurred	2012-08-31	$598,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$589,365
Expenses. Certain deemed distributions of participant loans	2012-08-31	$7,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$148,601
Value of total assets at end of year	2012-08-31	$7,205,903
Value of total assets at beginning of year	2012-08-31	$7,151,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$1,430
Total interest from all sources	2012-08-31	$124,976
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$500,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$148,601
Participant contributions at end of year	2012-08-31	$143,068
Participant contributions at beginning of year	2012-08-31	$142,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$54,899
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$7,205,903
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$7,151,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest in pooled separate accounts at end of year	2012-08-31	$3,611,343
Value of interest in pooled separate accounts at beginning of year	2012-08-31	$3,677,899
Interest on participant loans	2012-08-31	$7,725
Interest earned on other investments	2012-08-31	$117,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-08-31	$3,451,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-08-31	$3,330,442
Net investment gain/loss from pooled separate accounts	2012-08-31	$380,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$589,365
Contract administrator fees	2012-08-31	$1,430
Did the plan have assets held for investment	2012-08-31	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	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-08-31	410746749
2011 : WISCONSIN HOMES INC 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total income from all sources (including contributions)	2011-08-31	$773,413
Total loss/gain on sale of assets	2011-08-31	$0
Total of all expenses incurred	2011-08-31	$424,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$423,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$150,269
Value of total assets at end of year	2011-08-31	$7,151,004
Value of total assets at beginning of year	2011-08-31	$6,802,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$1,110
Total interest from all sources	2011-08-31	$145,772
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$500,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$150,269
Participant contributions at end of year	2011-08-31	$142,663
Participant contributions at beginning of year	2011-08-31	$150,681
Administrative expenses (other) incurred	2011-08-31	$1,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$348,973
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$7,151,004
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$6,802,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest in pooled separate accounts at end of year	2011-08-31	$3,677,899
Value of interest in pooled separate accounts at beginning of year	2011-08-31	$3,442,495
Interest on participant loans	2011-08-31	$23,580
Interest earned on other investments	2011-08-31	$122,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-08-31	$3,330,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-08-31	$3,208,855
Net investment gain/loss from pooled separate accounts	2011-08-31	$477,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$423,330
Did the plan have assets held for investment	2011-08-31	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	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	CLIFTON GUNDERSON LLP
Accountancy firm EIN	2011-08-31	370802863

Form 5500 Responses for WISCONSIN HOMES INC 401K PLAN

2022: WISCONSIN HOMES INC 401K PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	No
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Insurance	Yes
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement – Insurance	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: WISCONSIN HOMES INC 401K PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: WISCONSIN HOMES INC 401K PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: WISCONSIN HOMES INC 401K PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: WISCONSIN HOMES INC 401K PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: WISCONSIN HOMES INC 401K PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: WISCONSIN HOMES INC 401K PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: WISCONSIN HOMES INC 401K PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: WISCONSIN HOMES INC 401K PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: WISCONSIN HOMES INC 401K PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: WISCONSIN HOMES INC 401K PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: WISCONSIN HOMES INC 401K PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: WISCONSIN HOMES INC 401K PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Insurance	Yes
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement – Insurance	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: WISCONSIN HOMES INC 401K PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	145
Insurance policy start date	2022-09-01
Insurance policy end date	2023-08-31
Total amount of commissions paid to insurance broker	USD $2,448
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,448
Insurance broker organization code?	3

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	147
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $2,941
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,941
Insurance broker organization code?	3

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	144
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $2,527
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,527
Insurance broker organization code?	3

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	155
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $2,217
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,217
Insurance broker organization code?	3

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	147
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $1,488
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,488
Insurance broker organization code?	3

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	137
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $1,295
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	112
Insurance policy start date	2015-09-01
Insurance policy end date	2016-08-31
Total amount of commissions paid to insurance broker	USD $1,636
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,636
Insurance broker organization code?	3
Insurance broker name	CEDRIC FREY

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	169
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $2,420
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,420
Insurance broker organization code?	3
Insurance broker name	CEDRIC FREY

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	159
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $1,654
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,654
Insurance broker organization code?	3
Insurance broker name	VEDRIC FREY

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	148
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Total amount of commissions paid to insurance broker	USD $1,629
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,629
Insurance broker organization code?	3
Insurance broker name	VEDRIC FREY

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-73

Policy instance

Insurance contract or identification number	87-48415-73
Number of Individuals Covered	158
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Total amount of commissions paid to insurance broker	USD $1,509
Total amount of fees paid to insurance company	USD $0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-48415-72

Policy instance

Insurance contract or identification number	87-48415-72
Number of Individuals Covered	156
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	WISCONSIN HOMES INC
Employer identification number (EIN):	391583134
NAIC Classification:	321900