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CHESTNUT HILL REALTY CORP. 401K PLAN 401k Plan overview

Plan NameCHESTNUT HILL REALTY CORP. 401K PLAN
Plan identification number 001

CHESTNUT HILL REALTY CORP. 401K PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHESTNUT HILL REALTY has sponsored the creation of one or more 401k plans.

Company Name:CHESTNUT HILL REALTY
Employer identification number (EIN):042737440
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHESTNUT HILL REALTY CORP. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CARL ANDERSEN
0012016-01-01CARL ANDERSEN
0012015-01-01CARL ANDERSEN
0012014-01-01CARL ANDERSEN
0012013-01-01CARL ANDERSEN
0012012-01-01CARL ANDERSEN CARL ANDERSEN2013-07-31
0012011-01-01CARL ANDERSEN CARL ANDERSEN2012-07-27
0012010-01-01CARL R. ANDERSEN CARL ANDERSEN2011-07-28
0012009-01-01CARL ANDERSEN

Plan Statistics for CHESTNUT HILL REALTY CORP. 401K PLAN

401k plan membership statisitcs for CHESTNUT HILL REALTY CORP. 401K PLAN

Measure Date Value
2022: CHESTNUT HILL REALTY CORP. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01424
Total number of active participants reported on line 7a of the Form 55002022-01-01203
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01233
Total of all active and inactive participants2022-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01445
Number of participants with account balances2022-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: CHESTNUT HILL REALTY CORP. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01390
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01221
Total of all active and inactive participants2021-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01419
Number of participants with account balances2021-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: CHESTNUT HILL REALTY CORP. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01370
Total number of active participants reported on line 7a of the Form 55002020-01-01198
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01186
Total of all active and inactive participants2020-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01385
Number of participants with account balances2020-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0141
2019: CHESTNUT HILL REALTY CORP. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01413
Total number of active participants reported on line 7a of the Form 55002019-01-01227
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01135
Total of all active and inactive participants2019-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01368
Number of participants with account balances2019-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: CHESTNUT HILL REALTY CORP. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01379
Total number of active participants reported on line 7a of the Form 55002018-01-01221
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01182
Total of all active and inactive participants2018-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01410
Number of participants with account balances2018-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: CHESTNUT HILL REALTY CORP. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01359
Total number of active participants reported on line 7a of the Form 55002017-01-01216
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01152
Total of all active and inactive participants2017-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01375
Number of participants with account balances2017-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: CHESTNUT HILL REALTY CORP. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01325
Total number of active participants reported on line 7a of the Form 55002016-01-01218
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01139
Total of all active and inactive participants2016-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01357
Number of participants with account balances2016-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: CHESTNUT HILL REALTY CORP. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01205
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-01325
Total participants2015-01-01325
Number of participants with account balances2015-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: CHESTNUT HILL REALTY CORP. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01239
Total number of active participants reported on line 7a of the Form 55002014-01-01200
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01278
Number of participants with account balances2014-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: CHESTNUT HILL REALTY CORP. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01224
Total number of active participants reported on line 7a of the Form 55002013-01-01167
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01237
Number of participants with account balances2013-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: CHESTNUT HILL REALTY CORP. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01211
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01224
Number of participants with account balances2012-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: CHESTNUT HILL REALTY CORP. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01172
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01211
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: CHESTNUT HILL REALTY CORP. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01176
Total number of active participants reported on line 7a of the Form 55002010-01-01125
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01172
Number of participants with account balances2010-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: CHESTNUT HILL REALTY CORP. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01160
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01169
Number of participants with account balances2009-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on CHESTNUT HILL REALTY CORP. 401K PLAN

Measure Date Value
2022 : CHESTNUT HILL REALTY CORP. 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,098,045
Total of all expenses incurred2022-12-31$1,307,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,283,500
Value of total corrective distributions2022-12-31$14
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,134,464
Value of total assets at end of year2022-12-31$31,749,747
Value of total assets at beginning of year2022-12-31$38,154,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,492
Total interest from all sources2022-12-31$20,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$18,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,233,264
Participant contributions at end of year2022-12-31$366,959
Participant contributions at beginning of year2022-12-31$446,541
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$211,102
Administrative expenses (other) incurred2022-12-31$5,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,405,051
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,749,747
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,154,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$31,322,312
Value of interest in pooled separate accounts at beginning of year2022-12-31$37,632,211
Interest on participant loans2022-12-31$20,283
Interest earned on other investments2022-12-31$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$60,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$76,046
Net investment gain/loss from pooled separate accounts2022-12-31$-7,252,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$690,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,283,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WALTER SHUFFAIN, P.C.
Accountancy firm EIN2022-12-31043236498
2021 : CHESTNUT HILL REALTY CORP. 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,268,217
Total of all expenses incurred2021-12-31$2,290,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,257,530
Expenses. Certain deemed distributions of participant loans2021-12-31$12,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,033,972
Value of total assets at end of year2021-12-31$38,154,798
Value of total assets at beginning of year2021-12-31$33,177,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,900
Total interest from all sources2021-12-31$24,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$18,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,250,214
Participant contributions at end of year2021-12-31$446,541
Participant contributions at beginning of year2021-12-31$540,443
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$67,577
Administrative expenses (other) incurred2021-12-31$2,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,977,638
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,154,798
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,177,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$37,632,211
Value of interest in pooled separate accounts at beginning of year2021-12-31$32,529,502
Interest on participant loans2021-12-31$24,612
Interest earned on other investments2021-12-31$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$76,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$107,215
Net investment gain/loss from pooled separate accounts2021-12-31$5,209,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$716,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,257,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WALTER & SUFFAIN, P.C.
Accountancy firm EIN2021-12-31043236498
2020 : CHESTNUT HILL REALTY CORP. 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,239,722
Total of all expenses incurred2020-12-31$476,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$454,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,246,482
Value of total assets at end of year2020-12-31$33,177,160
Value of total assets at beginning of year2020-12-31$26,413,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,551
Total interest from all sources2020-12-31$26,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$18,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,219,811
Participant contributions at end of year2020-12-31$540,443
Participant contributions at beginning of year2020-12-31$445,897
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,763,420
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,177,160
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,413,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$32,529,502
Value of interest in pooled separate accounts at beginning of year2020-12-31$25,902,931
Interest on participant loans2020-12-31$26,472
Interest earned on other investments2020-12-31$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$107,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$64,912
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$141
Net investment gain/loss from pooled separate accounts2020-12-31$4,966,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,026,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$454,610
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WALTER & SUFFAIN, P.C.
Accountancy firm EIN2020-12-31043236498
2019 : CHESTNUT HILL REALTY CORP. 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,733,642
Total of all expenses incurred2019-12-31$525,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$518,932
Expenses. Certain deemed distributions of participant loans2019-12-31$1,957
Value of total corrective distributions2019-12-31$485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,848,472
Value of total assets at end of year2019-12-31$26,413,740
Value of total assets at beginning of year2019-12-31$20,205,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,070
Total interest from all sources2019-12-31$21,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,169,013
Participant contributions at end of year2019-12-31$445,897
Participant contributions at beginning of year2019-12-31$361,240
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$20,386
Administrative expenses (other) incurred2019-12-31$4,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,208,198
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,413,740
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,205,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$25,902,931
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,812,056
Interest on participant loans2019-12-31$21,389
Interest earned on other investments2019-12-31$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$64,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$32,246
Net investment gain/loss from pooled separate accounts2019-12-31$4,863,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$659,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$518,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WALTER & SUFFAIN, P.C.
Accountancy firm EIN2019-12-31043236498
2018 : CHESTNUT HILL REALTY CORP. 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$936,265
Total of all expenses incurred2018-12-31$1,073,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,046,865
Expenses. Certain deemed distributions of participant loans2018-12-31$3,509
Value of total corrective distributions2018-12-31$18,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,192,131
Value of total assets at end of year2018-12-31$20,205,542
Value of total assets at beginning of year2018-12-31$20,342,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,382
Total interest from all sources2018-12-31$15,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,098,607
Participant contributions at end of year2018-12-31$361,240
Participant contributions at beginning of year2018-12-31$245,491
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$467,570
Other income not declared elsewhere2018-12-31$9
Administrative expenses (other) incurred2018-12-31$4,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-136,983
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,205,542
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,342,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$19,812,056
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,094,529
Interest on participant loans2018-12-31$15,264
Interest earned on other investments2018-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$32,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,505
Net investment gain/loss from pooled separate accounts2018-12-31$-1,271,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$625,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,046,865
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WALTER & SHUFFAIN, P.C.
Accountancy firm EIN2018-12-31043236498
2017 : CHESTNUT HILL REALTY CORP. 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,775,589
Total of all expenses incurred2017-12-31$739,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$712,961
Expenses. Certain deemed distributions of participant loans2017-12-31$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,700,485
Value of total assets at end of year2017-12-31$20,342,525
Value of total assets at beginning of year2017-12-31$16,305,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,065
Total interest from all sources2017-12-31$12,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$21,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,014,299
Participant contributions at end of year2017-12-31$245,491
Participant contributions at beginning of year2017-12-31$362,201
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$109,389
Other income not declared elsewhere2017-12-31$41
Administrative expenses (other) incurred2017-12-31$3,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,036,563
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,342,525
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,305,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$20,094,529
Value of interest in pooled separate accounts at beginning of year2017-12-31$15,937,028
Interest on participant loans2017-12-31$12,454
Interest earned on other investments2017-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,733
Net investment gain/loss from pooled separate accounts2017-12-31$3,062,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$576,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$712,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WALTER & SHUFFAIN, P.C.
Accountancy firm EIN2017-12-31043236498
2016 : CHESTNUT HILL REALTY CORP. 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,663,161
Total of all expenses incurred2016-12-31$452,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$442,715
Value of total corrective distributions2016-12-31$6,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,639,916
Value of total assets at end of year2016-12-31$16,305,962
Value of total assets at beginning of year2016-12-31$14,095,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,529
Total interest from all sources2016-12-31$15,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$943,886
Participant contributions at end of year2016-12-31$362,201
Participant contributions at beginning of year2016-12-31$351,792
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$171,969
Other income not declared elsewhere2016-12-31$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,210,638
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,305,962
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,095,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$15,937,028
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,736,741
Interest on participant loans2016-12-31$15,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,791
Net investment gain/loss from pooled separate accounts2016-12-31$1,007,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$524,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$442,715
Contract administrator fees2016-12-31$3,529
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WALTER & SHUFFAIN, P.C.
Accountancy firm EIN2016-12-31043236498
2015 : CHESTNUT HILL REALTY CORP. 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,345,598
Total of all expenses incurred2015-12-31$486,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$455,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,442,609
Value of total assets at end of year2015-12-31$14,095,324
Value of total assets at beginning of year2015-12-31$13,236,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,251
Total interest from all sources2015-12-31$12,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$907,209
Participant contributions at end of year2015-12-31$351,792
Participant contributions at beginning of year2015-12-31$283,421
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$46,720
Other income not declared elsewhere2015-12-31$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$858,999
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,095,324
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,236,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$13,736,741
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,946,543
Interest on participant loans2015-12-31$12,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,361
Net investment gain/loss from pooled separate accounts2015-12-31$-109,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$488,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$455,348
Contract administrator fees2015-12-31$31,251
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WALTER & SHUFFAIN, P.C.
Accountancy firm EIN2015-12-31043236498
2014 : CHESTNUT HILL REALTY CORP. 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,336,643
Total of all expenses incurred2014-12-31$606,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$581,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,559,283
Value of total assets at end of year2014-12-31$13,236,325
Value of total assets at beginning of year2014-12-31$11,506,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,853
Total interest from all sources2014-12-31$10,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$821,898
Participant contributions at end of year2014-12-31$283,421
Participant contributions at beginning of year2014-12-31$243,265
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$125,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,729,712
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,236,325
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,506,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$12,946,543
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,263,348
Interest on participant loans2014-12-31$10,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,361
Net investment gain/loss from pooled separate accounts2014-12-31$766,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$611,936
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$581,078
Contract administrator fees2014-12-31$25,853
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WALTER & SHUFFAIN, P.C.
Accountancy firm EIN2014-12-31043236498
2013 : CHESTNUT HILL REALTY CORP. 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,535,144
Total of all expenses incurred2013-12-31$475,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$446,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,431,066
Value of total assets at end of year2013-12-31$11,506,613
Value of total assets at beginning of year2013-12-31$8,446,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,843
Total interest from all sources2013-12-31$9,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$715,034
Participant contributions at end of year2013-12-31$243,265
Participant contributions at beginning of year2013-12-31$252,041
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$35,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,059,916
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,506,613
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,446,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$11,263,348
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,194,656
Interest on participant loans2013-12-31$9,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$2,094,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$680,431
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$446,385
Contract administrator fees2013-12-31$28,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WALTER & SHUFFAIN, P.C.
Accountancy firm EIN2013-12-31043236498
2012 : CHESTNUT HILL REALTY CORP. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,788,352
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$188,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$160,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$906,225
Value of total assets at end of year2012-12-31$8,446,697
Value of total assets at beginning of year2012-12-31$6,846,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,672
Total interest from all sources2012-12-31$9,054
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$651,885
Participant contributions at end of year2012-12-31$252,041
Participant contributions at beginning of year2012-12-31$235,543
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,599,841
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,446,697
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,846,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$8,194,656
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,611,313
Interest on participant loans2012-12-31$9,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$873,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$244,016
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$160,839
Contract administrator fees2012-12-31$27,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WALTER & SHUFFAIN, P.C.
Accountancy firm EIN2012-12-31043236498
2011 : CHESTNUT HILL REALTY CORP. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$680,541
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$281,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$254,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$946,774
Value of total assets at end of year2011-12-31$6,846,856
Value of total assets at beginning of year2011-12-31$6,447,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,747
Total interest from all sources2011-12-31$8,452
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$26,747
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$614,275
Participant contributions at end of year2011-12-31$235,543
Participant contributions at beginning of year2011-12-31$151,503
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$96,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$398,995
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,846,856
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,447,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,611,313
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,296,358
Interest on participant loans2011-12-31$8,452
Net investment gain/loss from pooled separate accounts2011-12-31$-274,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$235,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$254,799
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WALTER & SHUFFAIN, PC
Accountancy firm EIN2011-12-31043236498
2010 : CHESTNUT HILL REALTY CORP. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,486,561
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$205,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$156,462
Expenses. Certain deemed distributions of participant loans2010-12-31$5,853
Value of total corrective distributions2010-12-31$14,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$724,107
Value of total assets at end of year2010-12-31$6,447,861
Value of total assets at beginning of year2010-12-31$5,166,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,314
Total interest from all sources2010-12-31$7,394
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$519,894
Participant contributions at end of year2010-12-31$151,503
Participant contributions at beginning of year2010-12-31$154,975
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,281,015
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,447,861
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,166,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,296,358
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,011,871
Interest on participant loans2010-12-31$7,394
Net investment gain/loss from pooled separate accounts2010-12-31$755,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$199,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$156,462
Contract administrator fees2010-12-31$28,314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WALTER & SHUFFAIN, PC
Accountancy firm EIN2010-12-31043236498
2009 : CHESTNUT HILL REALTY CORP. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHESTNUT HILL REALTY CORP. 401K PLAN

2022: CHESTNUT HILL REALTY CORP. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHESTNUT HILL REALTY CORP. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHESTNUT HILL REALTY CORP. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHESTNUT HILL REALTY CORP. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHESTNUT HILL REALTY CORP. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHESTNUT HILL REALTY CORP. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHESTNUT HILL REALTY CORP. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHESTNUT HILL REALTY CORP. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHESTNUT HILL REALTY CORP. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHESTNUT HILL REALTY CORP. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHESTNUT HILL REALTY CORP. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHESTNUT HILL REALTY CORP. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHESTNUT HILL REALTY CORP. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHESTNUT HILL REALTY CORP. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996403
Policy instance 1
Insurance contract or identification number996403
Number of Individuals Covered440
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $69,240
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69,240
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996403
Policy instance 1
Insurance contract or identification number996403
Number of Individuals Covered417
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $75,286
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75,286
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996403
Policy instance 1
Insurance contract or identification number996403
Number of Individuals Covered381
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $57,574
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,574
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996403
Policy instance 1
Insurance contract or identification number996403
Number of Individuals Covered357
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $55,358
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,358
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996403
Policy instance 1
Insurance contract or identification number996403
Number of Individuals Covered400
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $50,797
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,797
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996403
Policy instance 1
Insurance contract or identification number996403
Number of Individuals Covered375
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $49,058
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,058
Insurance broker organization code?3
Insurance broker nameR ALLIANCE INS AGENCY OF MA INC

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