401k Plan data: VME 401(K) PLAN plan

VME 401(K) PLAN 401k Plan overview

Plan Name	VME 401(K) PLAN
Plan identification number	003

VME 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

VERNOR MATERIAL & EQUIPMENT CO,INC has sponsored the creation of one or more 401k plans.

Company Name: VERNOR MATERIAL & EQUIPMENT CO,INC

Employer identification number (EIN): 741823144

NAIC Classification: 811310
NAIC Description: Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VME 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 BARRY FINLEY 2024-10-15
003 2022-01-01 BARRY FINLEY 2023-10-13
003 2021-01-01 BARRY FINLEY 2022-10-17
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 STEPHANIE GARCIA
003 2016-01-01 KATIE SCHUELKE 2017-10-05
003 2015-01-01
003 2014-01-01 LEAH WEBSTER 2015-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	BARRY FINLEY	2024-10-15
003	2022-01-01	BARRY FINLEY	2023-10-13
003	2021-01-01	BARRY FINLEY	2022-10-17
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	STEPHANIE GARCIA
003	2016-01-01	KATIE SCHUELKE	2017-10-05
003	2015-01-01
003	2014-01-01	LEAH WEBSTER	2015-10-09

Plan Statistics for VME 401(K) PLAN

401k plan membership statisitcs for VME 401(K) PLAN

Measure Date Value
2023: VME 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 180
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 40
Total of all active and inactive participants 2023-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 220
Number of participants with account balances 2023-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: VME 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 183
Number of retired or separated participants receiving benefits 2022-01-01 22
Number of other retired or separated participants entitled to future benefits 2022-01-01 48
Total of all active and inactive participants 2022-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 253
Number of participants with account balances 2022-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: VME 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 173
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 204
Number of participants with account balances 2021-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: VME 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 173
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 33
Total of all active and inactive participants 2020-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 206
Number of participants with account balances 2020-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: VME 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 174
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 194
Number of participants with account balances 2019-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: VME 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 144
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 10
Total of all active and inactive participants 2018-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 154
Number of participants with account balances 2018-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: VME 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 148
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 16
Total of all active and inactive participants 2017-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 164
Number of participants with account balances 2017-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4

Measure	Date	Value
2023: VME 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	180
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	40
Total of all active and inactive participants	2023-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	220
Number of participants with account balances	2023-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: VME 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	183
Number of retired or separated participants receiving benefits	2022-01-01	22
Number of other retired or separated participants entitled to future benefits	2022-01-01	48
Total of all active and inactive participants	2022-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	253
Number of participants with account balances	2022-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: VME 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	173
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	204
Number of participants with account balances	2021-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: VME 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	173
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	33
Total of all active and inactive participants	2020-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	206
Number of participants with account balances	2020-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: VME 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	174
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	194
Number of participants with account balances	2019-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: VME 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	144
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	10
Total of all active and inactive participants	2018-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	154
Number of participants with account balances	2018-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: VME 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	148
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	16
Total of all active and inactive participants	2017-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	164
Number of participants with account balances	2017-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4

Financial Data on VME 401(K) PLAN

Measure	Date	Value
2023 : VME 401(K) 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	$1,564,462
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$690,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$641,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$725,244
Value of total assets at end of year	2023-12-31	$6,768,569
Value of total assets at beginning of year	2023-12-31	$5,894,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$48,175
Total interest from all sources	2023-12-31	$25,170
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	$452,838
Participant contributions at end of year	2023-12-31	$352,813
Participant contributions at beginning of year	2023-12-31	$201,516
Participant contributions at end of year	2023-12-31	$332
Participant contributions at beginning of year	2023-12-31	$332
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	$874,339
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,768,569
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$5,894,230
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$0
Value of interest in pooled separate accounts at end of year	2023-12-31	$6,335,535
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$5,469,604
Interest on participant loans	2023-12-31	$25,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$68,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$219,866
Net investment gain/loss from pooled separate accounts	2023-12-31	$814,048
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
Contributions received in cash from employer	2023-12-31	$272,406
Employer contributions (assets) at end of year	2023-12-31	$10,999
Employer contributions (assets) at beginning of year	2023-12-31	$2,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$641,948
Contract administrator fees	2023-12-31	$48,175
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	Unqualified
Accountancy firm name	2023-12-31	MOORE & REICHL & BAKER, P.C.
Accountancy firm EIN	2023-12-31	760520230
2022 : VME 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$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	$153,092
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$395,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$354,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$948,315
Value of total assets at end of year	2022-12-31	$5,894,230
Value of total assets at beginning of year	2022-12-31	$6,136,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$41,424
Total interest from all sources	2022-12-31	$9,137
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	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$565,074
Participant contributions at end of year	2022-12-31	$201,516
Participant contributions at beginning of year	2022-12-31	$162,448
Participant contributions at end of year	2022-12-31	$332
Participant contributions at beginning of year	2022-12-31	$12,421
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$73,345
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	$-242,563
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,894,230
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,136,793
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,469,604
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,744,623
Interest on participant loans	2022-12-31	$9,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$219,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$210,114
Net investment gain/loss from pooled separate accounts	2022-12-31	$-804,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$309,896
Employer contributions (assets) at end of year	2022-12-31	$2,912
Employer contributions (assets) at beginning of year	2022-12-31	$7,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$354,231
Contract administrator fees	2022-12-31	$41,424
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOORE & REICHL & BAKER, P.C.
Accountancy firm EIN	2022-12-31	760520230
2021 : VME 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$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	$1,543,705
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,166,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,139,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$780,285
Value of total assets at end of year	2021-12-31	$6,136,793
Value of total assets at beginning of year	2021-12-31	$5,759,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,518
Total interest from all sources	2021-12-31	$13,211
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$492,158
Participant contributions at end of year	2021-12-31	$162,448
Participant contributions at beginning of year	2021-12-31	$300,918
Participant contributions at end of year	2021-12-31	$12,421
Participant contributions at beginning of year	2021-12-31	$6,360
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$11,830
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	$377,448
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,136,793
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,759,345
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,448,087
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,744,623
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$8,586
Interest earned on other investments	2021-12-31	$4,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$210,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$427,552
Net investment gain/loss from pooled separate accounts	2021-12-31	$322,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$276,297
Employer contributions (assets) at end of year	2021-12-31	$7,187
Employer contributions (assets) at beginning of year	2021-12-31	$3,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,139,739
Contract administrator fees	2021-12-31	$26,518
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	Unqualified
Accountancy firm name	2021-12-31	MOORE & REICHL & BAKER, P.C.
Accountancy firm EIN	2021-12-31	760520230
2020 : VME 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,414,952
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$611,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$581,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$686,053
Value of total assets at end of year	2020-12-31	$5,759,345
Value of total assets at beginning of year	2020-12-31	$4,955,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$29,650
Total interest from all sources	2020-12-31	$18,261
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$60,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$60,835
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$419,142
Participant contributions at end of year	2020-12-31	$300,918
Participant contributions at beginning of year	2020-12-31	$259,973
Participant contributions at end of year	2020-12-31	$6,360
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	$803,828
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,759,345
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,955,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$249
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,448,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,695,544
Interest on participant loans	2020-12-31	$18,261
Income. Interest from loans (other than to participants)	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$649,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$266,911
Employer contributions (assets) at end of year	2020-12-31	$3,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$581,474
Contract administrator fees	2020-12-31	$29,401
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	Unqualified
Accountancy firm name	2020-12-31	MOORE & REICHL & BAKER, P.C.
Accountancy firm EIN	2020-12-31	760520230
2019 : VME 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$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	$1,647,516
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$601,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$565,472
Value of total corrective distributions	2019-12-31	$5,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$814,412
Value of total assets at end of year	2019-12-31	$4,955,517
Value of total assets at beginning of year	2019-12-31	$3,909,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$30,662
Total interest from all sources	2019-12-31	$13,800
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$84,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$84,592
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$432,779
Participant contributions at end of year	2019-12-31	$259,973
Participant contributions at beginning of year	2019-12-31	$181,819
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$7,499
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$117,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,045,572
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,955,517
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,909,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$890
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,695,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,716,755
Interest on participant loans	2019-12-31	$13,800
Income. Interest from loans (other than to participants)	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$734,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$264,267
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$3,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$565,472
Contract administrator fees	2019-12-31	$29,772
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	MOORE & REICHL & BAKER, P.C.
Accountancy firm EIN	2019-12-31	760520230
2018 : VME 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$322,457
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$242,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$203,195
Value of total corrective distributions	2018-12-31	$15,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$546,069
Value of total assets at end of year	2018-12-31	$3,909,945
Value of total assets at beginning of year	2018-12-31	$3,829,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$23,475
Total interest from all sources	2018-12-31	$8,117
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$64,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$64,392
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$400,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$366,770
Participant contributions at end of year	2018-12-31	$181,819
Participant contributions at beginning of year	2018-12-31	$122,695
Participant contributions at end of year	2018-12-31	$7,499
Participant contributions at beginning of year	2018-12-31	$5,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$80,337
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,909,945
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,829,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$638
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,716,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,699,305
Interest on participant loans	2018-12-31	$8,117
Income. Interest from loans (other than to participants)	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-296,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$179,299
Employer contributions (assets) at end of year	2018-12-31	$3,872
Employer contributions (assets) at beginning of year	2018-12-31	$2,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$203,195
Contract administrator fees	2018-12-31	$22,837
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	MOORE & REICHL & BAKER, P.C.
Accountancy firm EIN	2018-12-31	760520230
2017 : VME 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$929,200
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$50,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$42,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$448,953
Value of total assets at end of year	2017-12-31	$3,829,608
Value of total assets at beginning of year	2017-12-31	$2,951,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,461
Total interest from all sources	2017-12-31	$7,099
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$58,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$58,571
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$400,000
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	$304,222
Participant contributions at end of year	2017-12-31	$122,695
Participant contributions at beginning of year	2017-12-31	$123,836
Participant contributions at end of year	2017-12-31	$5,054
Participant contributions at beginning of year	2017-12-31	$4,237
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$878,491
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,829,608
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,951,117
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	$3,699,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,820,891
Interest on participant loans	2017-12-31	$7,099
Income. Interest from loans (other than to participants)	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$414,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$144,731
Employer contributions (assets) at end of year	2017-12-31	$2,554
Employer contributions (assets) at beginning of year	2017-12-31	$2,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$42,248
Contract administrator fees	2017-12-31	$8,461
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	MOORE & REICHL & BAKER, P.C.
Accountancy firm EIN	2017-12-31	760520230

Form 5500 Responses for VME 401(K) PLAN

2023: VME 401(K) 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: VME 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – 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: VME 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – 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: VME 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VME 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VME 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VME 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP124AB

Policy instance

Insurance contract or identification number	GP124AB
Number of Individuals Covered	138
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $26,272
Total amount of fees paid to insurance company	USD $2,910
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP124AB

Policy instance

Insurance contract or identification number	GP124AB
Number of Individuals Covered	144
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $25,144
Total amount of fees paid to insurance company	USD $2,771
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,144
Insurance broker organization code?	4
Amount paid for insurance broker fees	2771
Additional information about fees paid to insurance broker	FEES

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP124AB

Policy instance

Insurance contract or identification number	GP124AB
Number of Individuals Covered	147
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $15,916
Total amount of fees paid to insurance company	USD $13,403
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,916
Insurance broker organization code?	4
Amount paid for insurance broker fees	13403
Additional information about fees paid to insurance broker	FEES

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Company Name:	VERNOR MATERIAL & EQUIPMENT CO,INC
Employer identification number (EIN):	741823144
NAIC Classification:	811310
NAIC Description:	Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance