401k Plan data: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN plan

TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 401k Plan overview

Plan Name	TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN
Plan identification number	001

TRADITION AMERICA HOLDINGS, INC. 401(K) 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

TRADITION AMERICA HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRADITION AMERICA HOLDINGS, INC.

Employer identification number (EIN): 463751863

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CAMILLE SLEPIAN
001 2016-01-01 CAMILLE SLEPIAN

Plan Statistics for TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN

401k plan membership statisitcs for TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN

Measure Date Value
2022: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 610
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 435
Number of other retired or separated participants entitled to future benefits 2022-01-01 183
Total of all active and inactive participants 2022-01-01 618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 618
Number of participants with account balances 2022-01-01 542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 605
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 433
Number of retired or separated participants receiving benefits 2021-01-01 175
Total of all active and inactive participants 2021-01-01 608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 608
Number of participants with account balances 2021-01-01 548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 636
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 432
Number of other retired or separated participants entitled to future benefits 2020-01-01 170
Total of all active and inactive participants 2020-01-01 602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 602
Number of participants with account balances 2020-01-01 545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 628
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 451
Number of other retired or separated participants entitled to future benefits 2019-01-01 176
Total of all active and inactive participants 2019-01-01 627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 627
Number of participants with account balances 2019-01-01 560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 623
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 453
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 168
Total of all active and inactive participants 2018-01-01 621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 621
Number of participants with account balances 2018-01-01 543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 597
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 451
Number of retired or separated participants receiving benefits 2017-01-01 172
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 623
Number of participants with account balances 2017-01-01 538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 655
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 445
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 152
Total of all active and inactive participants 2016-01-01 597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 597
Number of participants with account balances 2016-01-01 552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8

Measure	Date	Value
2022: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	610
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	435
Number of other retired or separated participants entitled to future benefits	2022-01-01	183
Total of all active and inactive participants	2022-01-01	618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	618
Number of participants with account balances	2022-01-01	542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	605
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	433
Number of retired or separated participants receiving benefits	2021-01-01	175
Total of all active and inactive participants	2021-01-01	608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	608
Number of participants with account balances	2021-01-01	548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	636
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	432
Number of other retired or separated participants entitled to future benefits	2020-01-01	170
Total of all active and inactive participants	2020-01-01	602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	602
Number of participants with account balances	2020-01-01	545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	628
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	451
Number of other retired or separated participants entitled to future benefits	2019-01-01	176
Total of all active and inactive participants	2019-01-01	627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	627
Number of participants with account balances	2019-01-01	560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	623
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	453
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	168
Total of all active and inactive participants	2018-01-01	621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	621
Number of participants with account balances	2018-01-01	543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	597
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	451
Number of retired or separated participants receiving benefits	2017-01-01	172
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	623
Number of participants with account balances	2017-01-01	538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	655
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	445
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	152
Total of all active and inactive participants	2016-01-01	597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	597
Number of participants with account balances	2016-01-01	552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8

Financial Data on TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN

Measure	Date	Value
2022 : TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$60,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$190
Total income from all sources (including contributions)	2022-12-31	$-33,762,812
Total loss/gain on sale of assets	2022-12-31	$-6,108,503
Total of all expenses incurred	2022-12-31	$5,110,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,976,593
Expenses. Certain deemed distributions of participant loans	2022-12-31	$9,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,449,598
Value of total assets at end of year	2022-12-31	$156,698,897
Value of total assets at beginning of year	2022-12-31	$195,511,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$124,375
Total interest from all sources	2022-12-31	$54,566
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,757,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,757,063
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$5,949,227
Participant contributions at end of year	2022-12-31	$1,206,672
Participant contributions at beginning of year	2022-12-31	$1,277,178
Participant contributions at end of year	2022-12-31	$197,675
Participant contributions at beginning of year	2022-12-31	$195,290
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,029,268
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$20,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$23,133
Administrative expenses (other) incurred	2022-12-31	$40,645
Liabilities. Value of operating payables at end of year	2022-12-31	$370
Liabilities. Value of operating payables at beginning of year	2022-12-31	$190
Total non interest bearing cash at end of year	2022-12-31	$4,078
Total non interest bearing cash at beginning of year	2022-12-31	$4,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-38,873,152
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$156,638,527
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$195,511,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$83,730
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$131,798,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$174,769,829
Interest on participant loans	2022-12-31	$54,566
Value of interest in common/collective trusts at end of year	2022-12-31	$5,425,094
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,234,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$17,971,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$13,915,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$13,915,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-37,915,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,471,103
Employer contributions (assets) at end of year	2022-12-31	$74,898
Employer contributions (assets) at beginning of year	2022-12-31	$92,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,976,593
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$60,000
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$41,285,243
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$47,393,746
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	UHY, LLP
Accountancy firm EIN	2022-12-31	200694403
2021 : TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$31,090,096
Total loss/gain on sale of assets	2021-12-31	$1,974,449
Total of all expenses incurred	2021-12-31	$8,157,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,960,080
Expenses. Certain deemed distributions of participant loans	2021-12-31	$71,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,657,025
Value of total assets at end of year	2021-12-31	$195,511,869
Value of total assets at beginning of year	2021-12-31	$172,578,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$125,564
Total interest from all sources	2021-12-31	$60,318
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,647,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,647,067
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$5,925,776
Participant contributions at end of year	2021-12-31	$1,277,178
Participant contributions at beginning of year	2021-12-31	$1,277,648
Participant contributions at end of year	2021-12-31	$195,290
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$304,406
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$23,133
Administrative expenses (other) incurred	2021-12-31	$35,470
Liabilities. Value of operating payables at end of year	2021-12-31	$190
Total non interest bearing cash at end of year	2021-12-31	$4,138
Total non interest bearing cash at beginning of year	2021-12-31	$3,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$22,932,940
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$195,511,679
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$172,578,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$90,094
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$174,769,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$148,451,506
Interest on participant loans	2021-12-31	$60,318
Value of interest in common/collective trusts at end of year	2021-12-31	$5,234,348
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,008,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$13,915,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$15,837,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$15,837,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,751,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,426,843
Employer contributions (assets) at end of year	2021-12-31	$92,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,960,080
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$55,622,276
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$53,647,827
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	UHY, LLP
Accountancy firm EIN	2021-12-31	200694403
2020 : TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$600
Total income from all sources (including contributions)	2020-12-31	$38,270,061
Total loss/gain on sale of assets	2020-12-31	$1,075,996
Total of all expenses incurred	2020-12-31	$11,758,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$11,633,825
Expenses. Certain deemed distributions of participant loans	2020-12-31	$17,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,254,239
Value of total assets at end of year	2020-12-31	$172,578,739
Value of total assets at beginning of year	2020-12-31	$146,067,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$107,335
Total interest from all sources	2020-12-31	$65,240
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,331,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,331,021
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$5,726,552
Participant contributions at end of year	2020-12-31	$1,277,648
Participant contributions at beginning of year	2020-12-31	$1,262,112
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$195,784
Administrative expenses (other) incurred	2020-12-31	$36,805
Liabilities. Value of operating payables at beginning of year	2020-12-31	$600
Total non interest bearing cash at end of year	2020-12-31	$3,868
Total non interest bearing cash at beginning of year	2020-12-31	$4,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$26,511,680
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$172,578,739
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$146,067,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$70,530
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$148,451,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$128,374,045
Interest on participant loans	2020-12-31	$65,240
Value of interest in common/collective trusts at end of year	2020-12-31	$7,008,636
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,160,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$15,837,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$11,266,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$11,266,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$28,543,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,331,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$11,633,825
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$87,085,365
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$86,009,369
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	UHY, LLP
Accountancy firm EIN	2020-12-31	200694403
2019 : TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$34,664,991
Total loss/gain on sale of assets	2019-12-31	$2,243,857
Total of all expenses incurred	2019-12-31	$7,086,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,919,147
Expenses. Certain deemed distributions of participant loans	2019-12-31	$68,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,929,160
Value of total assets at end of year	2019-12-31	$146,067,659
Value of total assets at beginning of year	2019-12-31	$118,488,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$99,508
Total interest from all sources	2019-12-31	$71,257
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,671,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,671,180
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,600,626
Participant contributions at end of year	2019-12-31	$1,262,112
Participant contributions at beginning of year	2019-12-31	$1,330,590
Participant contributions at beginning of year	2019-12-31	$178,546
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$876,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$21,358
Administrative expenses (other) incurred	2019-12-31	$34,775
Liabilities. Value of operating payables at end of year	2019-12-31	$600
Total non interest bearing cash at end of year	2019-12-31	$4,459
Total non interest bearing cash at beginning of year	2019-12-31	$3,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$27,578,086
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$146,067,059
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$118,488,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$64,733
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$128,374,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$102,630,783
Interest on participant loans	2019-12-31	$71,257
Value of interest in common/collective trusts at end of year	2019-12-31	$5,160,073
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,674,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$11,266,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$9,606,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$9,606,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$22,749,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,452,425
Employer contributions (assets) at beginning of year	2019-12-31	$42,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,919,147
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$26,413,745
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$24,169,888
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	UHY, LLP
Accountancy firm EIN	2019-12-31	200694403
2018 : TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$348,544
Total loss/gain on sale of assets	2018-12-31	$205,460
Total of all expenses incurred	2018-12-31	$6,353,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,206,432
Expenses. Certain deemed distributions of participant loans	2018-12-31	$51,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,015,544
Value of total assets at end of year	2018-12-31	$118,488,973
Value of total assets at beginning of year	2018-12-31	$124,494,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$95,533
Total interest from all sources	2018-12-31	$68,508
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,557,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,557,604
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,301,036
Participant contributions at end of year	2018-12-31	$1,330,590
Participant contributions at beginning of year	2018-12-31	$1,207,675
Participant contributions at end of year	2018-12-31	$178,546
Participant contributions at beginning of year	2018-12-31	$74,201
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$307,257
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$21,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$16,853
Administrative expenses (other) incurred	2018-12-31	$32,465
Total non interest bearing cash at end of year	2018-12-31	$3,832
Total non interest bearing cash at beginning of year	2018-12-31	$5,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,005,311
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$118,488,973
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$124,494,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$63,068
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$102,630,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$109,150,344
Interest on participant loans	2018-12-31	$68,508
Value of interest in common/collective trusts at end of year	2018-12-31	$4,674,895
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,142,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$9,606,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$10,750,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$10,750,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-8,498,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,407,251
Employer contributions (assets) at end of year	2018-12-31	$42,612
Employer contributions (assets) at beginning of year	2018-12-31	$146,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,206,432
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$47,700,125
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$47,494,665
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	UHY LLP
Accountancy firm EIN	2018-12-31	200694403
2017 : TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$25,650,165
Total loss/gain on sale of assets	2017-12-31	$1,443,587
Total of all expenses incurred	2017-12-31	$7,513,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,327,546
Expenses. Certain deemed distributions of participant loans	2017-12-31	$126,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,602,537
Value of total assets at end of year	2017-12-31	$124,494,284
Value of total assets at beginning of year	2017-12-31	$106,357,422
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$59,033
Total interest from all sources	2017-12-31	$48,235
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,351,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,351,450
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,945,399
Participant contributions at end of year	2017-12-31	$1,207,675
Participant contributions at beginning of year	2017-12-31	$1,042,999
Participant contributions at end of year	2017-12-31	$74,201
Participant contributions at beginning of year	2017-12-31	$152,524
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$412,570
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$16,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$27,902
Administrative expenses (other) incurred	2017-12-31	$2,850
Total non interest bearing cash at end of year	2017-12-31	$5,547
Total non interest bearing cash at beginning of year	2017-12-31	$13,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$18,136,862
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$124,494,284
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$106,357,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$56,183
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$109,150,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$90,801,450
Interest on participant loans	2017-12-31	$48,235
Value of interest in common/collective trusts at end of year	2017-12-31	$3,142,710
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,071,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$10,750,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$12,171,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$12,171,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$16,204,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,244,568
Employer contributions (assets) at end of year	2017-12-31	$146,888
Employer contributions (assets) at beginning of year	2017-12-31	$75,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,327,546
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$32,138,575
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$30,694,988
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	UHY LLP
Accountancy firm EIN	2017-12-31	200694403
2016 : TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$298,867
Total income from all sources (including contributions)	2016-12-31	$13,661,828
Total loss/gain on sale of assets	2016-12-31	$75,870
Total of all expenses incurred	2016-12-31	$4,302,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,155,947
Expenses. Certain deemed distributions of participant loans	2016-12-31	$95,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,478,665
Value of total assets at end of year	2016-12-31	$106,357,422
Value of total assets at beginning of year	2016-12-31	$97,297,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$51,133
Total interest from all sources	2016-12-31	$49,396
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,219,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,219,936
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$5,061,100
Participant contributions at end of year	2016-12-31	$1,042,999
Participant contributions at beginning of year	2016-12-31	$1,193,816
Participant contributions at end of year	2016-12-31	$152,524
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$59,526
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$27,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$50,100
Administrative expenses (other) incurred	2016-12-31	$1,925
Total non interest bearing cash at end of year	2016-12-31	$13,680
Total non interest bearing cash at beginning of year	2016-12-31	$547,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$9,358,993
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$106,357,422
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$96,998,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$49,208
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$90,801,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$82,720,456
Interest on participant loans	2016-12-31	$49,396
Value of interest in common/collective trusts at end of year	2016-12-31	$2,071,055
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,170,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$12,171,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$11,664,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$11,664,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,837,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,358,039
Employer contributions (assets) at end of year	2016-12-31	$75,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,155,947
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$248,767
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$17,363,937
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$17,288,067
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	UHY LLP
Accountancy firm EIN	2016-12-31	200694403

Form 5500 Responses for TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN

2022: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRADITION AMERICA HOLDINGS, INC.
Employer identification number (EIN):	463751863
NAIC Classification:	523120
NAIC Description:	Securities Brokerage