401k Plan data: KENTUCKY WESLEYAN COLLEGE TDA PLAN plan

KENTUCKY WESLEYAN COLLEGE TDA PLAN 401k Plan overview

Plan Name	KENTUCKY WESLEYAN COLLEGE TDA PLAN
Plan identification number	002

KENTUCKY WESLEYAN COLLEGE TDA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

KENTUCKY WESLEYAN COLLEGE has sponsored the creation of one or more 401k plans.

Company Name: KENTUCKY WESLEYAN COLLEGE

Employer identification number (EIN): 610466713

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENTUCKY WESLEYAN COLLEGE TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DANIEL FRAZIER DANIEL FRAZIER 2018-10-08
002 2016-01-01 CINDRA STIFF CINDRA STIFF 2017-07-20
002 2015-01-01 CINDRA STIFF CINDRA STIFF 2016-10-17
002 2014-01-01 CINDRA STIFF
002 2013-01-01 CINDRA STIFF
002 2012-01-01 CINDRA STIFF
002 2011-01-01 CINDRA STIFF
002 2010-01-01 CINDRA STIFF
002 2009-01-01 CINDRA STIFF

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DANIEL FRAZIER	DANIEL FRAZIER	2018-10-08
002	2016-01-01	CINDRA STIFF	CINDRA STIFF	2017-07-20
002	2015-01-01	CINDRA STIFF	CINDRA STIFF	2016-10-17
002	2014-01-01	CINDRA STIFF
002	2013-01-01	CINDRA STIFF
002	2012-01-01	CINDRA STIFF
002	2011-01-01	CINDRA STIFF
002	2010-01-01	CINDRA STIFF
002	2009-01-01	CINDRA STIFF

Plan Statistics for KENTUCKY WESLEYAN COLLEGE TDA PLAN

401k plan membership statisitcs for KENTUCKY WESLEYAN COLLEGE TDA PLAN

Measure Date Value
2023: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 77
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 113
Total of all active and inactive participants 2023-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 191
Number of participants with account balances 2023-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 89
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 106
Total of all active and inactive participants 2022-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 198
Number of participants with account balances 2022-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 92
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 97
Total of all active and inactive participants 2021-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 192
Number of participants with account balances 2021-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 80
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 103
Total of all active and inactive participants 2020-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 185
Number of participants with account balances 2020-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 71
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 107
Total of all active and inactive participants 2019-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 179
Number of participants with account balances 2019-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 58
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 108
Total of all active and inactive participants 2018-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 166
Number of participants with account balances 2018-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 65
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 100
Total of all active and inactive participants 2017-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 165
Number of participants with account balances 2017-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 70
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 96
Total of all active and inactive participants 2016-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 166
Number of participants with account balances 2016-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 34
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 136
Total of all active and inactive participants 2015-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 170
Number of participants with account balances 2015-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 63
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 97
Total of all active and inactive participants 2014-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 160
Number of participants with account balances 2014-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 71
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 87
Total of all active and inactive participants 2013-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 158
Number of participants with account balances 2013-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 83
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 79
Total of all active and inactive participants 2012-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 162
Number of participants with account balances 2012-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 121
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 61
Total of all active and inactive participants 2011-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 182
Number of participants with account balances 2011-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 123
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 56
Total of all active and inactive participants 2010-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 179
Number of participants with account balances 2010-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 129
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 51
Total of all active and inactive participants 2009-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 180
Number of participants with account balances 2009-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	77
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	113
Total of all active and inactive participants	2023-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	191
Number of participants with account balances	2023-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	89
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	106
Total of all active and inactive participants	2022-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	198
Number of participants with account balances	2022-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	92
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	97
Total of all active and inactive participants	2021-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	192
Number of participants with account balances	2021-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	80
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	103
Total of all active and inactive participants	2020-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	185
Number of participants with account balances	2020-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	71
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	107
Total of all active and inactive participants	2019-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	179
Number of participants with account balances	2019-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	58
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	108
Total of all active and inactive participants	2018-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	166
Number of participants with account balances	2018-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	65
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	100
Total of all active and inactive participants	2017-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	165
Number of participants with account balances	2017-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	70
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	96
Total of all active and inactive participants	2016-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	166
Number of participants with account balances	2016-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	34
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	136
Total of all active and inactive participants	2015-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	170
Number of participants with account balances	2015-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	63
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	97
Total of all active and inactive participants	2014-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	160
Number of participants with account balances	2014-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	71
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	87
Total of all active and inactive participants	2013-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	158
Number of participants with account balances	2013-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	83
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	79
Total of all active and inactive participants	2012-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	162
Number of participants with account balances	2012-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	121
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	61
Total of all active and inactive participants	2011-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	182
Number of participants with account balances	2011-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	123
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	56
Total of all active and inactive participants	2010-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	179
Number of participants with account balances	2010-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KENTUCKY WESLEYAN COLLEGE TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	129
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	51
Total of all active and inactive participants	2009-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	180
Number of participants with account balances	2009-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KENTUCKY WESLEYAN COLLEGE TDA PLAN

Measure	Date	Value
2023 : KENTUCKY WESLEYAN COLLEGE TDA PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,528,554
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$381,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$381,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$370,475
Value of total assets at end of year	2023-12-31	$7,354,433
Value of total assets at beginning of year	2023-12-31	$6,206,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$0
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$370,475
Participant contributions at end of year	2023-12-31	$6,007
Participant contributions at beginning of year	2023-12-31	$8,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,147,495
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$7,354,433
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,206,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$5,577,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$4,387,344
Value of interest in pooled separate accounts at end of year	2023-12-31	$305,602
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$355,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$159,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$151,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$151,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,306,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,304,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,158,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$381,059
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	HARDING SHYMANSKI & COMPANY, PSC
Accountancy firm EIN	2023-12-31	351346211
2022 : KENTUCKY WESLEYAN COLLEGE TDA 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-771,533
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$315,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$315,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$333,935
Value of total assets at end of year	2022-12-31	$6,206,938
Value of total assets at beginning of year	2022-12-31	$7,293,570
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$333,935
Participant contributions at end of year	2022-12-31	$8,405
Participant contributions at beginning of year	2022-12-31	$10,704
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	$-1,086,632
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,206,938
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,293,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,387,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,428,920
Value of interest in pooled separate accounts at end of year	2022-12-31	$355,378
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$325,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$151,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$251,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$251,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,304,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,276,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,105,468
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$315,099
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	HARDING SHYMANSKI & COMPANY, PSC
Accountancy firm EIN	2022-12-31	351346211
2021 : KENTUCKY WESLEYAN COLLEGE TDA 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,218,665
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$275,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$275,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$324,848
Value of total assets at end of year	2021-12-31	$7,293,570
Value of total assets at beginning of year	2021-12-31	$6,350,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$324,157
Participant contributions at end of year	2021-12-31	$10,704
Participant contributions at beginning of year	2021-12-31	$1,500
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$691
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	$942,744
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,293,570
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,350,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,428,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,511,281
Value of interest in pooled separate accounts at end of year	2021-12-31	$325,267
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$270,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$251,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$258,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$258,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,276,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,309,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$893,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$275,921
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	HARDING SHYMANSKI & COMPANY, PSC
Accountancy firm EIN	2021-12-31	351346211
2020 : KENTUCKY WESLEYAN COLLEGE TDA 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	$0
Total income from all sources (including contributions)	2020-12-31	$1,432,860
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,004,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,004,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$479,402
Value of total assets at end of year	2020-12-31	$6,350,826
Value of total assets at beginning of year	2020-12-31	$5,922,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$325,675
Participant contributions at end of year	2020-12-31	$1,500
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$153,727
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	$428,436
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,350,826
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,922,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,781,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,383,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$258,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$141,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$141,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,309,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,397,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$953,458
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,004,424
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HARDING SHYMANSKI & COMPANY, PSC
Accountancy firm EIN	2020-12-31	351346211
2019 : KENTUCKY WESLEYAN COLLEGE TDA 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	$0
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	$1,190,960
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$302,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$302,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$234,840
Value of total assets at end of year	2019-12-31	$5,922,390
Value of total assets at beginning of year	2019-12-31	$5,033,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$234,433
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$407
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	$888,633
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,922,390
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,033,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,383,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,473,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$141,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$108,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$108,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,397,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,451,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$956,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$302,327
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HARDING SHYMANSKI & COMPANY, P.S.C.
Accountancy firm EIN	2019-12-31	351346211
2018 : KENTUCKY WESLEYAN COLLEGE TDA 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	$25,727
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$416,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$416,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$263,942
Value of total assets at end of year	2018-12-31	$5,033,757
Value of total assets at beginning of year	2018-12-31	$5,424,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$207,910
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$56,032
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	$-391,152
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,033,757
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,424,909
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,473,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,612,011
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$153,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$108,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$150,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$150,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,451,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,509,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-238,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$416,879
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HARDING SHYMANSKI & COMPANY, P.S.C.
Accountancy firm EIN	2018-12-31	351346211
2017 : KENTUCKY WESLEYAN COLLEGE TDA 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	$980,132
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$305,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$305,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$244,664
Value of total assets at end of year	2017-12-31	$5,424,909
Value of total assets at beginning of year	2017-12-31	$4,750,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$57,741
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$244,664
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	$674,327
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,424,909
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,750,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,612,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,981,725
Value of interest in pooled separate accounts at end of year	2017-12-31	$153,370
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$138,737
Interest earned on other investments	2017-12-31	$57,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$150,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$125,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$125,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,509,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,504,464
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$32,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$671,379
Net investment gain/loss from pooled separate accounts	2017-12-31	$6,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$273,126
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2017-12-31	272616366
2016 : KENTUCKY WESLEYAN COLLEGE TDA 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	$0
Total income from all sources (including contributions)	2016-12-31	$629,189
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$717,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$717,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$364,135
Value of total assets at end of year	2016-12-31	$4,750,582
Value of total assets at beginning of year	2016-12-31	$4,839,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$61,593
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$259,265
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$200
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$104,870
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	$-88,418
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,750,582
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,839,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,981,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,175,062
Value of interest in pooled separate accounts at end of year	2016-12-31	$138,737
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$139,482
Interest earned on other investments	2016-12-31	$61,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$125,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$126,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$126,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,504,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,397,305
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$116,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$196,359
Net investment gain/loss from pooled separate accounts	2016-12-31	$7,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$601,088
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2016-12-31	272616366
2015 : KENTUCKY WESLEYAN COLLEGE TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$326,441
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$539,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$539,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$260,194
Value of total assets at end of year	2015-12-31	$4,839,000
Value of total assets at beginning of year	2015-12-31	$5,052,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$54,103
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$260,194
Participant contributions at end of year	2015-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-213,059
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,839,000
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,052,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,175,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,433,967
Value of interest in pooled separate accounts at end of year	2015-12-31	$139,482
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$129,329
Interest earned on other investments	2015-12-31	$54,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$126,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$102,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$102,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,397,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,385,989
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$21,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$1,690
Net investment gain/loss from pooled separate accounts	2015-12-31	$10,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$517,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2015-12-31	272616366
2014 : KENTUCKY WESLEYAN COLLEGE TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$554,340
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$240,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$240,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$254,969
Value of total assets at end of year	2014-12-31	$5,052,059
Value of total assets at beginning of year	2014-12-31	$4,738,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$55,251
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$232,513
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$22,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$313,658
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,052,059
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,738,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,433,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,189,230
Value of interest in pooled separate accounts at end of year	2014-12-31	$129,329
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$119,638
Interest earned on other investments	2014-12-31	$55,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$102,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$90,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$90,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,385,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,338,836
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$19,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$229,854
Net investment gain/loss from pooled separate accounts	2014-12-31	$14,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$221,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2014-12-31	272616366
2013 : KENTUCKY WESLEYAN COLLEGE TDA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$981,284
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$451,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$451,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$223,338
Value of total assets at end of year	2013-12-31	$4,738,401
Value of total assets at beginning of year	2013-12-31	$4,208,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$52,800
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$223,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$529,540
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,738,401
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,208,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,189,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,665,218
Value of interest in pooled separate accounts at end of year	2013-12-31	$119,638
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$119,881
Interest earned on other investments	2013-12-31	$52,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$90,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$91,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$91,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,338,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,331,948
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$45,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$694,577
Net investment gain/loss from pooled separate accounts	2013-12-31	$10,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$405,989
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2013-12-31	272616366
2012 : KENTUCKY WESLEYAN COLLEGE TDA PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$638,657
Total of all expenses incurred	2012-12-31	$196,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$196,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$209,710
Value of total assets at end of year	2012-12-31	$4,208,861
Value of total assets at beginning of year	2012-12-31	$3,766,657
Total interest from all sources	2012-12-31	$51,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$200,192
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$9,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$442,204
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,208,861
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,766,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,665,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,244,366
Value of interest in pooled separate accounts at end of year	2012-12-31	$119,881
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$110,204
Interest earned on other investments	2012-12-31	$51,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$91,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$89,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$89,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,331,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,322,151
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$45,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$366,350
Net investment gain/loss from pooled separate accounts	2012-12-31	$10,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$151,223
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2012-12-31	272616366
2011 : KENTUCKY WESLEYAN COLLEGE TDA PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$188,000
Total of all expenses incurred	2011-12-31	$308,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$308,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$195,777
Value of total assets at end of year	2011-12-31	$3,766,657
Value of total assets at beginning of year	2011-12-31	$3,887,409
Total interest from all sources	2011-12-31	$50,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$180,888
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$14,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-120,752
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,766,657
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,887,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,244,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,365,291
Value of interest in pooled separate accounts at end of year	2011-12-31	$110,204
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$106,629
Interest earned on other investments	2011-12-31	$50,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$89,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$144,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$144,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,322,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,271,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-71,165
Net investment gain/loss from pooled separate accounts	2011-12-31	$12,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$308,752
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2011-12-31	272616366
2010 : KENTUCKY WESLEYAN COLLEGE TDA PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$565,493
Total of all expenses incurred	2010-12-31	$60,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$60,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$210,906
Value of total assets at end of year	2010-12-31	$3,887,409
Value of total assets at beginning of year	2010-12-31	$3,382,155
Total interest from all sources	2010-12-31	$47,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$505,254
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,887,409
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,382,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,365,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,932,910
Value of interest in pooled separate accounts at end of year	2010-12-31	$106,629
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$57,246
Interest earned on other investments	2010-12-31	$47,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$144,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$127,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$127,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,271,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,264,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$294,811
Net investment gain/loss from pooled separate accounts	2010-12-31	$12,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$210,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$60,239
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2010-12-31	272616366
2009 : KENTUCKY WESLEYAN COLLEGE TDA PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for KENTUCKY WESLEYAN COLLEGE TDA PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	192
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	191
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	187
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	184
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	179
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	164
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	163
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	166
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	155
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	152
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	151
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	140
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365110

Policy instance

Insurance contract or identification number	365110
Number of Individuals Covered	136
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	KENTUCKY WESLEYAN COLLEGE
Employer identification number (EIN):	610466713
NAIC Classification:	611000