Please note that in accordance with the Profit Sharing Plan’s procedures, earnings and/or losses are credited to the individual accounts on March 31st of the current year for the previous year. Therefore, any withdrawals made between April 1st of the previous year and March 31st of the current year will NOT be credited with the previous year’s earnings and/or losses.
Please be advised since our Plan year will end March 31st of current year and no distributions can be made for at least 90 days, we must receive this paperwork back before March 13th of the current year. If you have any questions, please feel free to contact our office at 304-342-5142 or 1-800-245-5145
Profit Sharing Plan – Summary Annual Report – 2014 – November 2014